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Coppell Advisory Solutions’s Morgan Stanley MS Stock Holding History

Coppell Advisory Solutions’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 		$13.1M Buy
+2,295
New +$454K 1.08% 18
2026
Q1 		– Sell
-3,326
Closed -$596K – 236
2025
Q4 		$596K Sell
3,326
-5,492
-62% -$916K 0.06% 232
2025
Q3 		$1.42M Buy
+8,818
New +$1.3M 0.15% 146
2025
Q2 		– Sell
-4,916
Closed -$2.2M – 408
2025
Q1 		$2.2M Buy
4,916
+4,006
+440% +$516K 0.3% 66
2024
Q4 		$115K Buy
910
+255
+39% +$31.4K 0.02% 395
2024
Q3 		$68.2K Sell
655
-551
-46% -$55.5K 0.01% 471
2024
Q2 		$117K Buy
+1,206
New +$115K 0.02% 348
2023
Q4 		$144K Buy
1,540
+1,140
+285% +$91.2K 0.03% 303
2023
Q3 		$34K Sell
400
-353
-47% -$30.6K 0.01% 413
2023
Q2 		$64.2K Buy
+753
New +$64.4K 0.02% 316
2023
Q1 		– Sell
-400
Closed -$34K – 740
2022
Q4 		$34K Buy
+400
New +$34.1K 0.01% 416

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

Coppell Advisory Solutions's MS Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Morgan Stanley (MS) in Q2 2026: 2,295 shares worth $13.1M. The stake represents 1.08% of the portfolio and ranks #18 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in MS as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in MS in Q4 2022 and has held it in 11 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Coppell Advisory Solutions held 2,295 shares of Morgan Stanley worth $13.1M as of Q2 2026.
  • Morgan Stanley was a new Coppell Advisory Solutions position in Q2 2026.
  • Morgan Stanley made up 1.08% of Coppell Advisory Solutions's portfolio in Q2 2026, its #18 holding.
  • Coppell Advisory Solutions first reported a position in Morgan Stanley in Q4 2022 and has held it in 11 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.