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Carrera Capital Advisors’s Morgan Stanley MS Stock Holding History

Carrera Capital Advisors’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 		$320K Sell
1,529
-78
-5% -$15.4K 0.05% 167
2026
Q1 		$264K Sell
1,607
-133
-8% -$23K 0.04% 151
2025
Q4 		$309K Buy
1,740
+69
+4% +$11.5K 0.05% 128
2025
Q3 		$266K Buy
1,671
+200
+14% +$29.5K 0.05% 122
2025
Q2 		$207K Buy
+1,471
New +$181K 0.04% 136

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

Carrera Capital Advisors's MS Position: Q2 2026 in Review

Carrera Capital Advisors reduced its Morgan Stanley (MS) stake by 4.9% in Q2 2026, selling an estimated $15.4K and leaving 1,529 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #167.

Carrera Capital Advisors first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Carrera Capital Advisors held 1,529 shares of Morgan Stanley worth $320K as of Q2 2026.
  • Carrera Capital Advisors sold 78 Morgan Stanley shares in Q2 2026, an estimated $15.4K.
  • Morgan Stanley made up 0.05% of Carrera Capital Advisors's portfolio in Q2 2026, its #167 holding.
  • Carrera Capital Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.