QWM
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Quadcap Wealth Management’s Morgan Stanley MS Stock Holding History

Quadcap Wealth Management’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 		$2.94M Buy
14,072
+591
+4% +$117K 0.29% 74
2026
Q1 		$2.22M Buy
13,481
+12
+0.1% +$2.08K 0.25% 86
2025
Q4 		$2.39M Sell
13,469
-270
-2% -$45K 0.27% 73
2025
Q3 		$2.18M Sell
13,739
-221
-2% -$32.6K 0.26% 82
2025
Q2 		$1.97M Sell
13,960
-25
-0.2% -$3.07K 0.25% 85
2025
Q1 		$1.63M Buy
13,985
+2,819
+25% +$363K 0.24% 91
2024
Q4 		$1.4M Sell
11,166
-109
-1% -$13.4K 0.21% 98
2024
Q3 		$1.18M Buy
11,275
+242
+2% +$24.4K 0.18% 114
2024
Q2 		$1.07M Sell
11,033
-383
-3% -$36.5K 0.19% 117
2024
Q1 		$1.07M Sell
11,416
-1,861
-14% -$164K 0.24% 94
2023
Q4 		$1.24M Buy
+13,277
New +$1.06M 0.32% 80

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Quadcap Wealth Management's MS Position: Q2 2026 in Review

Quadcap Wealth Management increased its Morgan Stanley (MS) stake by 4.4% in Q2 2026, buying an estimated $117K and bringing the position to 14,072 shares worth $2.94M. The position accounts for 0.29% of the portfolio, ranked #74.

Quadcap Wealth Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Quadcap Wealth Management held 14,072 shares of Morgan Stanley worth $2.94M as of Q2 2026.
  • Quadcap Wealth Management bought 591 Morgan Stanley shares in Q2 2026, an estimated $117K.
  • Morgan Stanley made up 0.29% of Quadcap Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Quadcap Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.