CM
MS icon

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 		$1.9M Sell
9,100
-2,200
-19% -$436K 0.01% 241
2026
Q1 		$1.86M Sell
11,300
-8,800
-44% -$1.52M 0.01% 267
2025
Q4 		$3.57M Sell
20,100
-12,100
-38% -$2.02M 0.02% 168
2025
Q3 		$5.12M Buy
32,200
+30,700
+2,047% +$4.53M 0.03% 149
2025
Q2 		$211K Sell
1,500
-1,400
-48% -$172K ﹤0.01% 363
2025
Q1 		$338K Buy
+2,900
New +$374K ﹤0.01% 360
2024
Q4 		– Sell
-3,300
Closed -$344K – 526
2024
Q3 		$344K Buy
+3,300
New +$332K ﹤0.01% 296
2024
Q1 		– Sell
-6,000
Closed -$560K – 559
2023
Q4 		$560K Sell
6,000
-86,000
-93% -$6.88M 0.02% 148
2023
Q3 		$7.51M Buy
92,000
+14,000
+18% +$1.22M 0.16% 73
2023
Q2 		$6.66M Sell
78,000
-25,500
-25% -$2.18M 0.16% 74
2023
Q1 		$9.09M Sell
103,500
-235,600
-69% -$22M 0.11% 164
2022
Q4 		$28.8M Sell
339,100
-16,400
-5% -$1.4M 0.39% 68
2022
Q3 		$28.1M Buy
355,500
+157,500
+80% +$13.3M 0.38% 58
2022
Q2 		$15.1M Buy
+198,000
New +$16.2M 0.26% 105
2021
Q4 		– Sell
-8,600
Closed -$837K – 577
2021
Q3 		$837K Sell
8,600
-591,900
-99% -$58.6M 0.01% 552
2021
Q2 		$54.7M Buy
600,500
+550,500
+1,101% +$47.2M 0.88% 19
2021
Q1 		$3.88M Buy
50,000
+11,500
+30% +$881K 0.08% 233
2020
Q4 		$2.64M Sell
38,500
-10,300
-21% -$591K 0.13% 150
2020
Q3 		$2.36M Sell
48,800
-71,100
-59% -$3.58M 0.3% 75
2020
Q2 		$5.79M Buy
+119,900
New +$5.04M 0.21% 114
2020
Q1 		– Sell
-120,000
Closed -$6.13M – 419
2019
Q4 		$6.13M Sell
120,000
-128,300
-52% -$6.07M 0.13% 154
2019
Q3 		$10.6M Buy
+248,300
New +$10.6M 0.23% 103

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 $3.37T AUM 44.26% 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. 2,733 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.
  • 2,733 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.