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
Q1 		$1.71M Buy
10,400
+4,700
+82% +$814K 0.01% 277
2025
Q4 		$1.01M Sell
5,700
-4,100
-42% -$684K 0.01% 286
2025
Q3 		$1.56M Buy
9,800
+6,400
+188% +$945K 0.01% 293
2025
Q2 		$479K Sell
3,400
-2,800
-45% -$344K ﹤0.01% 243
2025
Q1 		$723K Buy
6,200
+5,200
+520% +$670K ﹤0.01% 279
2024
Q4 		$126K Sell
1,000
-6,400
-86% -$788K ﹤0.01% 332
2024
Q3 		$771K Buy
7,400
+1,700
+30% +$171K 0.01% 196
2024
Q2 		$554K Sell
5,700
-700
-11% -$66.6K ﹤0.01% 234
2024
Q1 		$603K Sell
6,400
-3,600
-36% -$317K 0.01% 176
2023
Q4 		$933K Sell
10,000
-82,000
-89% -$6.56M 0.04% 119
2023
Q3 		$7.51M Buy
92,000
+14,000
+18% +$1.22M 0.16% 74
2023
Q2 		$6.66M Sell
78,000
-283,400
-78% -$24.2M 0.16% 75
2023
Q1 		$31.7M Sell
361,400
-11,900
-3% -$1.11M 0.38% 52
2022
Q4 		$31.7M Buy
373,300
+13,700
+4% +$1.17M 0.43% 58
2022
Q3 		$28.4M Buy
359,600
+143,700
+67% +$12.1M 0.38% 57
2022
Q2 		$16.4M Buy
+215,900
New +$17.7M 0.28% 94
2021
Q4 		– Sell
-66,900
Closed -$6.51M – 579
2021
Q3 		$6.51M Sell
66,900
-146,100
-69% -$14.5M 0.08% 197
2021
Q2 		$19.4M Buy
213,000
+163,000
+326% +$14M 0.31% 66
2021
Q1 		$3.88M Buy
50,000
+40,000
+400% +$3.07M 0.08% 234
2020
Q4 		$686K Buy
+10,000
New +$574K 0.03% 231
2020
Q3 		– Sell
-212,500
Closed -$10.3M – 265
2020
Q2 		$10.3M Sell
212,500
-365,900
-63% -$15.4M 0.36% 67
2020
Q1 		$19.7M Sell
578,400
-153,500
-21% -$7.23M 0.71% 27
2019
Q4 		$37.4M Buy
731,900
+170,200
+30% +$8.06M 0.8% 18
2019
Q3 		$24M Buy
+561,700
New +$24M 0.51% 45

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capula Management's MS Position: Q1 2026 in Review

Capula Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 16,453 shares — an estimated $2.85M sold.

Capula Management first reported a position in MS in Q3 2019 and held it in 17 quarters. The position peaked at $26.5M in Q1 2023. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capula Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Capula Management sold 16,453 Morgan Stanley shares in Q1 2026, an estimated $2.85M.
  • Capula Management first reported a position in Morgan Stanley in Q3 2019 and held it in 17 quarters.
  • Capula Management's Morgan Stanley position peaked at $26.5M in Q1 2023.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.