Maryland Capital Advisors’s Morgan Stanley MS Stock Holding History

Maryland 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 Q2	$63.3K	Buy	+303	New	+$60K	0.02%	125
2025 Q4	$53.3K	Hold	300	–	–	0.02%	139
2025 Q3	$47.7K	Hold	300	–	–	0.02%	142
2025 Q2	$42.3K	Hold	300	–	–	0.02%	145
2025 Q1	$35K	Hold	300	–	–	0.02%	140
2024 Q4	$37.7K	Hold	300	–	–	0.02%	142
2024 Q3	$31.3K	Hold	300	–	–	0.02%	145
2024 Q2	$29.2K	Hold	300	–	–	0.02%	141
2024 Q1	$28.2K	Hold	300	–	–	0.02%	136
2023 Q4	$28K	Hold	300	–	–	0.02%	131
2023 Q3	$24.5K	Hold	300	–	–	0.02%	132
2023 Q2	$25.6K	Hold	300	–	–	0.02%	131
2023 Q1	$26.3K	Hold	300	–	–	0.02%	126
2022 Q4	$25.5K	Hold	300	–	–	0.02%	125
2022 Q3	$24K	Hold	300	–	–	0.03%	116
2022 Q2	$23K	Hold	300	–	–	0.02%	121
2022 Q1	$26K	Hold	300	–	–	0.02%	121
2021 Q4	$29K	Buy	+300	New	+$29.9K	0.02%	116

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Maryland Capital Advisors's MS Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 303 shares worth $63.3K. The stake represents 0.02% of the portfolio and ranks #125 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in MS as recently as Q4 2025.

Maryland Capital Advisors first reported a position in MS in Q4 2021 and has held it in 18 quarters since. 1,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Maryland Capital Advisors held 303 shares of Morgan Stanley worth $63.3K as of Q2 2026.
Morgan Stanley was a new Maryland Capital Advisors position in Q2 2026.
Morgan Stanley made up 0.02% of Maryland Capital Advisors's portfolio in Q2 2026, its #125 holding.
Maryland Capital Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
1,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.