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Childress Capital Advisors’s Morgan Stanley MS Stock Holding History

Childress 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 		$1.33M Sell
6,381
-150
-2% -$29.7K 0.22% 67
2026
Q1 		$1.07M Buy
6,531
+150
+2% +$26K 0.19% 80
2025
Q4 		$1.13M Sell
6,381
-6
-0.1% -$1K 0.18% 88
2025
Q3 		$1.02M Buy
6,387
+369
+6% +$54.5K 0.19% 87
2025
Q2 		$848K Buy
6,018
+894
+17% +$110K 0.21% 76
2025
Q1 		$598K Buy
5,124
+510
+11% +$65.7K 0.17% 86
2024
Q4 		$580K Sell
4,614
-549
-11% -$67.6K 0.16% 86
2024
Q3 		$538K Buy
5,163
+114
+2% +$11.5K 0.15% 102
2024
Q2 		$491K Buy
5,049
+281
+6% +$26.7K 0.14% 102
2024
Q1 		$449K Sell
4,768
-315
-6% -$27.7K 0.13% 104
2023
Q4 		$474K Sell
5,083
-3,780
-43% -$302K 0.14% 97
2023
Q3 		$724K Buy
+8,863
New +$770K 0.24% 62
2023
Q1 		– Sell
-10,692
Closed -$909K – 141
2022
Q4 		$909K Sell
10,692
-349
-3% -$29.7K 0.3% 56
2022
Q3 		$872K Sell
11,041
-654
-6% -$55.1K 0.34% 58
2022
Q2 		$890K Sell
11,695
-65
-0.6% -$5.32K 0.35% 58
2022
Q1 		$1.03M Buy
11,760
+1,161
+11% +$112K 0.36% 52
2021
Q4 		$1.04M Sell
10,599
-1,309
-11% -$130K 0.43% 47
2021
Q3 		$1.15M Buy
11,908
+4,360
+58% +$432K 0.47% 44
2021
Q2 		$692K Sell
7,548
-2,051
-21% -$176K 0.31% 54
2021
Q1 		$745K Buy
9,599
+3,590
+60% +$275K 0.34% 54
2020
Q4 		$412K Buy
+6,009
New +$345K 0.24% 51

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

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

Childress Capital Advisors reduced its Morgan Stanley (MS) stake by 2.3% in Q2 2026, selling an estimated $29.7K and leaving 6,381 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #67.

Childress Capital Advisors first reported a position in MS in Q4 2020 and has held it in 21 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Childress Capital Advisors held 6,381 shares of Morgan Stanley worth $1.33M as of Q2 2026.
  • Childress Capital Advisors sold 150 Morgan Stanley shares in Q2 2026, an estimated $29.7K.
  • Morgan Stanley made up 0.22% of Childress Capital Advisors's portfolio in Q2 2026, its #67 holding.
  • Childress Capital Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 21 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.