Private Capital Advisors’s Morgan Stanley MS Stock Holding History

Private 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	–	Sell	-1,252	Closed	-$222K	–	75
2025 Q4	$222K	Buy	+1,252	New	+$209K	0.02%	69
2025 Q3	–	Sell	-1,500	Closed	-$211K	–	85
2025 Q2	$211K	Buy	+1,500	New	+$184K	0.03%	77
2022 Q4	–	Sell	-107,295	Closed	-$8.48M	–	86
2022 Q3	$8.48M	Sell	107,295 -224	-0.2%	-$18.9K	1.47%	22
2022 Q2	$8.18M	Sell	107,519 -260	-0.2%	-$21.3K	1.38%	25
2022 Q1	$9.42M	Buy	+107,779	New	+$10.4M	1.37%	26

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

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

Private Capital Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,252 shares — an estimated $222K sold.

Private Capital Advisors first reported a position in MS in Q1 2022 and held it in 5 quarters. The position peaked at $9.42M in Q1 2022. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Private Capital Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Private Capital Advisors sold 1,252 Morgan Stanley shares in Q1 2026, an estimated $222K.
Private Capital Advisors first reported a position in Morgan Stanley in Q1 2022 and held it in 5 quarters.
Private Capital Advisors's Morgan Stanley position peaked at $9.42M in Q1 2022.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Private Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.