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Prime Capital Investment Advisors’s Morgan Stanley MS Stock Holding History

Prime Capital Investment 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 		$5.27M Sell
32,036
-1,833
-5% -$317K 0.06% 218
2025
Q4 		$6.01M Sell
33,869
-639
-2% -$107K 0.07% 185
2025
Q3 		$5.49M Buy
34,508
+732
+2% +$108K 0.07% 189
2025
Q2 		$4.76M Sell
33,776
-7,715
-19% -$948K 0.06% 205
2025
Q1 		$4.84M Buy
41,491
+6,220
+18% +$801K 0.06% 224
2024
Q4 		$4.43M Buy
35,271
+6,782
+24% +$835K 0.06% 195
2024
Q3 		$2.97M Sell
28,489
-2,733
-9% -$275K 0.04% 262
2024
Q2 		$3.03M Sell
31,222
-1,123
-3% -$107K 0.05% 258
2024
Q1 		$3.05M Buy
32,345
+2,600
+9% +$229K 0.04% 276
2023
Q4 		$2.77M Sell
29,745
-49,726
-63% -$3.98M 0.04% 283
2023
Q3 		$6.49M Buy
79,471
+1,294
+2% +$112K 0.13% 128
2023
Q2 		$6.68M Buy
78,177
+59,305
+314% +$5.07M 0.13% 132
2023
Q1 		$1.66M Buy
18,872
+2,296
+14% +$214K 0.07% 185
2022
Q4 		$1.41M Sell
16,576
-10,430
-39% -$889K 0.05% 207
2022
Q3 		$2.13M Sell
27,006
-22,523
-45% -$1.9M 0.12% 111
2022
Q2 		$3.77M Sell
49,529
-7,400
-13% -$606K 0.23% 83
2022
Q1 		$5.59M Sell
56,929
-546
-0.9% -$52.7K 0.31% 63
2021
Q4 		$5.64M Buy
57,475
+42,475
+283% +$4.23M 0.3% 68
2021
Q3 		$1.46M Sell
15,000
-49,754
-77% -$4.93M 0.09% 155
2021
Q2 		$5.94M Buy
64,754
+14,402
+29% +$1.23M 0.34% 55
2021
Q1 		$3.91M Buy
50,352
+23,140
+85% +$1.77M 0.28% 75
2020
Q4 		$1.86M Buy
27,212
+21,882
+411% +$1.26M 0.14% 123
2020
Q3 		$258K Sell
5,330
-39,500
-88% -$1.99M 0.02% 229
2020
Q2 		$2.17M Buy
44,830
+4,456
+11% +$187K 0.2% 99
2020
Q1 		$1.37M Buy
40,374
+39,729
+6,160% +$1.87M 0.16% 100
2019
Q4 		$33K Hold
645
– – ﹤0.01% 353
2019
Q3 		$28K Buy
+645
New +$27.6K ﹤0.01% 373
2019
Q1 		– Sell
-393
Closed -$16K – 410
2018
Q4 		$16K Buy
+393
New +$17.1K 0.01% 237

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Prime Capital Investment Advisors's MS Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Morgan Stanley (MS) stake by 5.4% in Q1 2026, selling an estimated $317K and leaving 32,036 shares worth $5.27M. The position accounts for 0.06% of the portfolio, ranked #218.

Prime Capital Investment Advisors first reported a position in MS in Q4 2018 and has held it in 28 quarters since. The position peaked at $6.68M in Q2 2023. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Prime Capital Investment Advisors held 32,036 shares of Morgan Stanley worth $5.27M as of Q1 2026.
  • Prime Capital Investment Advisors sold 1,833 Morgan Stanley shares in Q1 2026, an estimated $317K.
  • Morgan Stanley made up 0.06% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #218 holding.
  • Prime Capital Investment Advisors first reported a position in Morgan Stanley in Q4 2018 and has held it in 28 quarters since.
  • Prime Capital Investment Advisors's Morgan Stanley position peaked at $6.68M in Q2 2023.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.