CM
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Capula Management’s Morgan Stanley MS Stock Holding History

Capula Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.8K Buy
+224
New +$44.4K ﹤0.01% 640
2026
Q1 		– Sell
-16,453
Closed -$2.85M – 1169
2025
Q4 		$2.92M Buy
16,453
+13,986
+567% +$2.33M 0.01% 179
2025
Q3 		$392K Buy
+2,467
New +$364K ﹤0.01% 483
2025
Q2 		– Sell
-2,232
Closed -$274K – 780
2025
Q1 		$260K Buy
2,232
+1,605
+256% +$207K ﹤0.01% 442
2024
Q4 		$78.8K Sell
627
-793
-56% -$97.7K ﹤0.01% 346
2024
Q3 		$148K Sell
1,420
-2,201
-61% -$222K ﹤0.01% 426
2024
Q2 		$352K Buy
3,621
+2,026
+127% +$193K ﹤0.01% 348
2024
Q1 		$150K Buy
+1,595
New +$140K ﹤0.01% 426
2023
Q4 		– Sell
-86,087
Closed -$6.89M – 480
2023
Q3 		$7.03M Buy
+86,087
New +$7.47M 0.15% 77
2023
Q2 		– Sell
-302,212
Closed -$25.8M – 662
2023
Q1 		$26.5M Buy
302,212
+298,575
+8,209% +$27.9M 0.32% 62
2022
Q4 		$309K Sell
3,637
-164,072
-98% -$14M ﹤0.01% 645
2022
Q3 		$13.3M Buy
167,709
+61,224
+57% +$5.16M 0.18% 146
2022
Q2 		$8.1M Buy
+106,485
New +$8.72M 0.14% 161
2021
Q4 		– Sell
-34,070
Closed -$3.32M – 578
2021
Q3 		$3.32M Buy
34,070
+23,521
+223% +$2.33M 0.04% 299
2021
Q2 		$960K Buy
+10,549
New +$905K 0.02% 371
2020
Q2 		– Sell
-454,231
Closed -$19.1M – 414
2020
Q1 		$15.4M Buy
454,231
+384,953
+556% +$18.1M 0.56% 45
2019
Q4 		$3.54M Buy
69,278
+63,473
+1,093% +$3M 0.08% 206
2019
Q3 		$248K Buy
+5,805
New +$248K 0.01% 289

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capula Management's MS Position: Q2 2026 in Review

Capula Management opened a new position in Morgan Stanley (MS) in Q2 2026: 224 shares worth $46.8K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Capula Management previously reported a position in MS as recently as Q4 2025.

Capula Management first reported a position in MS in Q3 2019 and has held it in 18 quarters since. The position peaked at $26.5M in Q1 2023. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Capula Management held 224 shares of Morgan Stanley worth $46.8K as of Q2 2026.
  • Morgan Stanley was a new Capula Management position in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Capula Management's portfolio in Q2 2026, its #640 holding.
  • Capula Management first reported a position in Morgan Stanley in Q3 2019 and has held it in 18 quarters since.
  • Capula Management's Morgan Stanley position peaked at $26.5M in Q1 2023.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Capula Management's 13F filing for Q2 2026, filed 14 Aug 2026.