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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Childress Capital Advisors's MS Position: Q1 2026 in Review

Childress Capital Advisors increased its Morgan Stanley (MS) stake by 2.4% in Q1 2026, buying an estimated $26K and bringing the position to 6,531 shares worth $1.07M. The position accounts for 0.19% of the portfolio, ranked #80.

Childress Capital Advisors first reported a position in MS in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.15M in Q3 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Childress Capital Advisors held 6,531 shares of Morgan Stanley worth $1.07M as of Q1 2026.
  • Childress Capital Advisors bought 150 Morgan Stanley shares in Q1 2026, an estimated $26K.
  • Morgan Stanley made up 0.19% of Childress Capital Advisors's portfolio in Q1 2026, its #80 holding.
  • Childress Capital Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 20 quarters since.
  • Childress Capital Advisors's Morgan Stanley position peaked at $1.15M in Q3 2021.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.