Carmel Capital Partners
MS icon

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
Q3 		$1.42M Hold
7,535
– – 0.51% 43
2026
Q2 		$1.58M Sell
7,535
-7
-0.1% -$1.39K 0.52% 51
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% -$2.34K 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
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Carmel Capital Partners's MS Position: Q3 2026 in Review

Carmel Capital Partners held its Morgan Stanley (MS) position steady in Q3 2026 at 7,535 shares worth $1.42M. The position accounts for 0.51% of the portfolio, ranked #43.

Carmel Capital Partners first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.58M in Q2 2026. 2,031 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Carmel Capital Partners held 7,535 shares of Morgan Stanley worth $1.42M as of Q3 2026.
  • Carmel Capital Partners left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.51% of Carmel Capital Partners's portfolio in Q3 2026, its #43 holding.
  • Carmel Capital Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • Carmel Capital Partners's Morgan Stanley position peaked at $1.58M in Q2 2026.
  • 2,031 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Carmel Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.