Carrera Capital Advisors
MS icon

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
Q3 		$261K Sell
1,389
-140
-9% -$29.7K 0.04% 178
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

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
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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

Carrera Capital Advisors's MS Position: Q3 2026 in Review

Carrera Capital Advisors reduced its Morgan Stanley (MS) stake by 9.2% in Q3 2026, selling an estimated $29.7K and leaving 1,389 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #178.

Carrera Capital Advisors first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $320K in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Carrera Capital Advisors held 1,389 shares of Morgan Stanley worth $261K as of Q3 2026.
  • Carrera Capital Advisors sold 140 Morgan Stanley shares in Q3 2026, an estimated $29.7K.
  • Morgan Stanley made up 0.04% of Carrera Capital Advisors's portfolio in Q3 2026, its #178 holding.
  • Carrera Capital Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • Carrera Capital Advisors's Morgan Stanley position peaked at $320K in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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