Morgan Stanley
CAPS

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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley's CAPS Position: Q1 2026 in Review

Morgan Stanley held its Capstone Holding Corp (CAPS) position steady in Q1 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #8287.

Morgan Stanley first reported a position in CAPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $19 in Q1 2025. 7 funds tracked by Wall St. Rank hold CAPS as of Q1 2026.

  • Morgan Stanley held 1 share of Capstone Holding Corp worth $1 as of Q1 2026.
  • Morgan Stanley left its Capstone Holding Corp share count unchanged in Q1 2026.
  • Capstone Holding Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8287 holding.
  • Morgan Stanley first reported a position in Capstone Holding Corp in Q1 2025 and has held it in 5 quarters since.
  • Morgan Stanley's Capstone Holding Corp position peaked at $19 in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Capstone Holding Corp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.