Carmel Capital Partners’s Morgan Stanley MS Stock Holding History

Carmel Capital Partners’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	$1.24M	Sell	7,542 -24	-0.3%	-$4.16K	0.45%	57
2025 Q4	$1.34M	Sell	7,566 -14	-0.2%	-$2.33K	0.47%	58
2025 Q3	$1.2M	Sell	7,580 -2,973	-28%	-$439K	0.51%	53
2025 Q2	$1.49M	Sell	10,553 -201	-2%	-$24.7K	0.52%	56
2025 Q1	$1.25M	Buy	10,754 +1,473	+16%	+$190K	0.49%	49
2024 Q4	$1.17M	Buy	9,281 +33	+0.4%	+$4.06K	0.47%	49
2024 Q3	$964K	Buy	9,248 +275	+3%	+$27.7K	0.37%	58
2024 Q2	$872K	Buy	8,973 +310	+4%	+$29.5K	0.37%	60
2024 Q1	$816K	Buy	+8,663	New	+$763K	0.34%	60
2023 Q4	–	Sell	-2,107	Closed	-$172K	–	484
2023 Q3	$172K	Buy	2,107 +516	+32%	+$44.8K	0.08%	161
2023 Q2	$136K	Sell	1,591 -1,343	-46%	-$115K	0.07%	148
2023 Q1	$258K	Sell	2,934 -693	-19%	-$64.7K	0.15%	113
2022 Q4	$308K	Hold	3,627	–	–	0.21%	96
2022 Q3	$287K	Hold	3,627	–	–	0.28%	83
2022 Q2	$276K	Hold	3,627	–	–	0.26%	86
2022 Q1	$317K	Sell	3,627 -8	-0.2%	-$772	0.26%	85
2021 Q4	$357K	Buy	+3,635	New	+$362K	0.27%	73

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carmel Capital Partners's MS Position: Q1 2026 in Review

Carmel Capital Partners reduced its Morgan Stanley (MS) stake by 0.32% in Q1 2026, selling an estimated $4.16K and leaving 7,542 shares worth $1.24M. The position accounts for 0.45% of the portfolio, ranked #57.

Carmel Capital Partners first reported a position in MS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.49M in Q2 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Carmel Capital Partners held 7,542 shares of Morgan Stanley worth $1.24M as of Q1 2026.
Carmel Capital Partners sold 24 Morgan Stanley shares in Q1 2026, an estimated $4.16K.
Morgan Stanley made up 0.45% of Carmel Capital Partners's portfolio in Q1 2026, its #57 holding.
Carmel Capital Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
Carmel Capital Partners's Morgan Stanley position peaked at $1.49M in Q2 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.