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 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 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

Quadcap Wealth Management's MS Position: Q1 2026 in Review

Quadcap Wealth Management increased its Morgan Stanley (MS) stake by 0.09% in Q1 2026, buying an estimated $2.08K and bringing the position to 13,481 shares worth $2.22M. The position accounts for 0.25% of the portfolio, ranked #86.

Quadcap Wealth Management first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.39M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Quadcap Wealth Management held 13,481 shares of Morgan Stanley worth $2.22M as of Q1 2026.
Quadcap Wealth Management bought 12 Morgan Stanley shares in Q1 2026, an estimated $2.08K.
Morgan Stanley made up 0.25% of Quadcap Wealth Management's portfolio in Q1 2026, its #86 holding.
Quadcap Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Quadcap Wealth Management's Morgan Stanley position peaked at $2.39M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.