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CoreCap Advisors’s Morgan Stanley MS Stock Holding History

CoreCap 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 		$565K Sell
2,701
-29,380
-92% -$5.82M 0.02% 512
2026
Q1 		$5.28M Buy
32,081
+467
+1% +$80.8K 0.18% 125
2025
Q4 		$5.61M Buy
31,614
+2,017
+7% +$336K 0.2% 93
2025
Q3 		$4.7M Buy
29,597
+26,914
+1,003% +$3.97M 0.17% 108
2025
Q2 		$378K Sell
2,683
-183
-6% -$22.5K 0.02% 560
2025
Q1 		$334K Buy
2,866
+372
+15% +$47.9K 0.01% 549
2024
Q4 		$314K Buy
2,494
+561
+29% +$69.1K 0.01% 584
2024
Q3 		$202K Buy
+1,933
New +$195K 0.01% 691
2024
Q2 		– Sell
-23,095
Closed -$2.17M – 2229
2024
Q1 		$2.17M Buy
23,095
+272
+1% +$24K 0.12% 176
2023
Q4 		$2.13M Buy
22,823
+1,533
+7% +$123K 0.14% 148
2023
Q3 		$1.74M Buy
21,290
+1,389
+7% +$121K 0.13% 160
2023
Q2 		$1.7M Buy
+19,901
New +$1.7M 0.12% 167
2022
Q4 		$1.53M Buy
17,945
+2,298
+15% +$196K 0.11% 177
2022
Q3 		$1.24M Buy
15,647
+1,484
+10% +$125K 0.1% 181
2022
Q2 		$1.08M Buy
14,163
+3,822
+37% +$313K 0.08% 194
2022
Q1 		$904K Buy
10,341
+3,557
+52% +$343K 0.06% 236
2021
Q4 		$666K Buy
+6,784
New +$676K 0.04% 308

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors's MS Position: Q2 2026 in Review

CoreCap Advisors reduced its Morgan Stanley (MS) stake by 92% in Q2 2026, selling an estimated $5.82M and leaving 2,701 shares worth $565K. The position accounts for 0.02% of the portfolio, ranked #512.

CoreCap Advisors first reported a position in MS in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.61M in Q4 2025. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CoreCap Advisors held 2,701 shares of Morgan Stanley worth $565K as of Q2 2026.
  • CoreCap Advisors sold 29,380 Morgan Stanley shares in Q2 2026, an estimated $5.82M.
  • Morgan Stanley made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #512 holding.
  • CoreCap Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Morgan Stanley position peaked at $5.61M in Q4 2025.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.