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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
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 $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

Coppell Advisory Solutions's MS Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,326 shares — an estimated $596K sold.

Coppell Advisory Solutions first reported a position in MS in Q4 2022 and held it in 10 quarters. The position peaked at $2.2M in Q1 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3,326 Morgan Stanley shares in Q1 2026, an estimated $596K.
  • Coppell Advisory Solutions first reported a position in Morgan Stanley in Q4 2022 and held it in 10 quarters.
  • Coppell Advisory Solutions's Morgan Stanley position peaked at $2.2M in Q1 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.