Infrastructure Capital Advisors’s Morgan Stanley MS Stock Holding History

Infrastructure 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	$1.47M	Buy	8,957 +7,742	+637%	+$1.34M	0.1%	69
2025 Q4	$216K	Sell	1,215 -7,838	-87%	-$1.31M	0.02%	143
2025 Q3	$1.48M	Sell	9,053 -16,568	-65%	-$2.45M	0.15%	59
2025 Q2	$3.61M	Sell	25,621 -3,643	-12%	-$447K	0.28%	33
2025 Q1	$3.41M	Buy	29,264 +8,263	+39%	+$1.06M	0.25%	36
2024 Q4	$2.64M	Buy	+21,001	New	+$2.59M	0.19%	40
2024 Q3	–	Sell	-31,847	Closed	-$3.1M	–	139
2024 Q2	$3.1M	Sell	31,847 -6,359	-17%	-$605K	0.4%	32
2024 Q1	$3.6M	Buy	38,206 +3,644	+11%	+$321K	0.46%	31
2023 Q4	$3.22M	Buy	34,562 +31,312	+963%	+$2.5M	0.46%	31
2023 Q3	$265K	Sell	3,250 -3,062	-49%	-$266K	0.03%	67
2023 Q2	$539K	Buy	6,312 +2,260	+56%	+$193K	0.05%	89
2023 Q1	$356K	Buy	+4,052	New	+$378K	0.04%	86
2018 Q4	–	Sell	-6,000	Closed	-$279K	–	108
2018 Q3	$279K	Sell	6,000 -200	-3%	-$9.77K	0.03%	104
2018 Q2	$294K	Buy	+6,200	New	+$324K	0.03%	97
2018 Q1	–	Sell	-7,680	Closed	-$403K	–	123
2017 Q4	$403K	Buy	+7,680	New	+$388K	0.04%	89

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Infrastructure Capital Advisors increased its Morgan Stanley (MS) stake by 637% in Q1 2026, buying an estimated $1.34M and bringing the position to 8,957 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #69.

Infrastructure Capital Advisors first reported a position in MS in Q4 2017 and has held it in 15 quarters since. The position peaked at $3.61M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Infrastructure Capital Advisors held 8,957 shares of Morgan Stanley worth $1.47M as of Q1 2026.
Infrastructure Capital Advisors bought 7,742 Morgan Stanley shares in Q1 2026, an estimated $1.34M.
Morgan Stanley made up 0.1% of Infrastructure Capital Advisors's portfolio in Q1 2026, its #69 holding.
Infrastructure Capital Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 15 quarters since.
Infrastructure Capital Advisors's Morgan Stanley position peaked at $3.61M in Q2 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.