Morgan Stanley’s Capstone Holding Corp CAPS Stock Holding History

Morgan Stanley’s Portfolio CAPS Stock Details CAPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$1	–	8670
2026 Q1	$1	Hold	1	–	–	﹤0.01%	8287
2025 Q4	$1	Hold	1	–	–	﹤0.01%	8195
2025 Q3	$1	Hold	1	–	–	﹤0.01%	8157
2025 Q2	$2	Sell	1 -7	-88%	-$14	﹤0.01%	8080
2025 Q1	$19	Buy	+8	New	+$22	﹤0.01%	7978

Other funds holding CAPS

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley's CAPS Position: Q2 2026 in Review

Morgan Stanley sold out of Capstone Holding Corp (CAPS) in Q2 2026, closing a stake of 1 share — an estimated $1 sold.

Morgan Stanley first reported a position in CAPS in Q1 2025 and held it in 5 quarters. The position peaked at $19 in Q1 2025. 9 funds tracked by Wall St. Rank hold CAPS as of Q2 2026.

Morgan Stanley reported no remaining Capstone Holding Corp position as of Q2 2026 after selling out during the quarter.
Morgan Stanley sold 1 Capstone Holding Corp share in Q2 2026, an estimated $1.
Morgan Stanley first reported a position in Capstone Holding Corp in Q1 2025 and held it in 5 quarters.
Morgan Stanley's Capstone Holding Corp position peaked at $19 in Q1 2025.
9 funds tracked by Wall St. Rank held Capstone Holding Corp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.