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 		$83.6K Sell
400
-10,000
-96% -$1.98M ﹤0.01% 621
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 $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. 2,734 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.
  • 2,734 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.