Texas Yale Capital Corp’s Morgan Stanley MS Stock Holding History

Texas Yale Capital Corp’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	$2.55M	Sell	15,515 -2,900	-16%	-$502K	0.07%	172
2025 Q4	$3.27M	Buy	18,415 +65	+0.4%	+$10.8K	0.1%	143
2025 Q3	$2.92M	Sell	18,350 -30	-0.2%	-$4.43K	0.09%	154
2025 Q2	$2.59M	Buy	18,380 +150	+0.8%	+$18.4K	0.08%	162
2025 Q1	$2.13M	Sell	18,230 -6,690	-27%	-$862K	0.09%	177
2024 Q4	$3.13M	Buy	24,920 +40	+0.2%	+$4.93K	0.13%	132
2024 Q3	$2.59M	Hold	24,880	–	–	0.11%	157
2024 Q2	$2.42M	Hold	24,880	–	–	0.12%	152
2024 Q1	$2.34M	Sell	24,880 -20	-0.1%	-$1.76K	0.1%	155
2023 Q4	$2.32M	Sell	24,900 -780	-3%	-$62.4K	0.11%	151
2023 Q3	$2.1M	Hold	25,680	–	–	0.09%	146
2023 Q2	$2.19M	Buy	25,680 +920	+4%	+$78.7K	0.1%	150
2023 Q1	$2.17M	Sell	24,760 -148	-0.6%	-$13.8K	0.11%	149
2022 Q4	$2.12M	Buy	24,908 +15	+0.1%	+$1.28K	0.12%	153
2022 Q3	$1.97M	Buy	24,893 +238	+1%	+$20.1K	0.13%	146
2022 Q2	$1.88M	Buy	24,655 +350	+1%	+$28.7K	0.12%	159
2022 Q1	$2.12M	Buy	24,305 +250	+1%	+$24.1K	0.12%	163
2021 Q4	$2.36M	Buy	24,055 +400	+2%	+$39.8K	0.12%	150
2021 Q3	$2.3M	Buy	23,655 +275	+1%	+$27.2K	0.13%	145
2021 Q2	$2.14M	Hold	23,380	–	–	0.12%	152
2021 Q1	$1.82M	Buy	23,380 +300	+1%	+$23K	0.11%	165
2020 Q4	$1.58M	Hold	23,080	–	–	0.11%	178
2020 Q3	$1.12M	Buy	23,080 +1,200	+5%	+$60.5K	0.09%	205
2020 Q2	$1.06M	Hold	21,880	–	–	0.09%	208
2020 Q1	$744K	Hold	21,880	–	–	0.07%	229
2019 Q4	$1.12M	Hold	21,880	–	–	0.08%	228
2019 Q3	$934K	Hold	21,880	–	–	0.07%	243
2019 Q2	$959K	Sell	21,880 -21,880	-50%	-$976K	0.07%	242
2019 Q1	$1.85M	Buy	43,760 +21,880	+100%	+$921K	0.07%	236
2018 Q4	$868K	Hold	21,880	–	–	0.08%	224
2018 Q3	$1.02M	Hold	21,880	–	–	0.08%	228
2018 Q2	$1.04M	Hold	21,880	–	–	0.09%	214
2018 Q1	$1.18M	Hold	21,880	–	–	0.1%	192
2017 Q4	$1.15M	Hold	21,880	–	–	0.1%	199
2017 Q3	$1.05M	Hold	21,880	–	–	0.09%	209
2017 Q2	$975K	Hold	21,880	–	–	0.09%	216
2017 Q1	$937K	Hold	21,880	–	–	0.08%	214
2016 Q4	$924K	Hold	21,880	–	–	0.09%	209
2016 Q3	$701K	Hold	21,880	–	–	0.07%	253
2016 Q2	$568K	Hold	21,880	–	–	0.06%	279
2016 Q1	$547K	Sell	21,880 -7,470	-25%	-$191K	0.06%	276
2015 Q4	$934K	Hold	29,350	–	–	0.09%	196
2015 Q3	$925K	Hold	29,350	–	–	0.09%	199
2015 Q2	$1.14M	Hold	29,350	–	–	0.09%	179
2015 Q1	$1.05M	Hold	29,350	–	–	0.08%	205
2014 Q4	$1.14M	Sell	29,350 -2,314	-7%	-$82.3K	0.1%	165
2014 Q3	$1.09M	Buy	31,664 +2,314	+8%	+$77.1K	0.1%	147
2014 Q2	$949K	Hold	29,350	–	–	0.12%	157
2014 Q1	$915K	Hold	29,350	–	–	0.13%	144
2013 Q4	$920K	Hold	29,350	–	–	0.14%	129
2013 Q3	$791K	Hold	29,350	–	–	0.13%	138
2013 Q2	$717K	Buy	+29,350	New	+$696K	0.13%	140

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

Texas Yale Capital Corp's MS Position: Q1 2026 in Review

Texas Yale Capital Corp reduced its Morgan Stanley (MS) stake by 16% in Q1 2026, selling an estimated $502K and leaving 15,515 shares worth $2.55M. The position accounts for 0.07% of the portfolio, ranked #172.

Texas Yale Capital Corp first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.27M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Texas Yale Capital Corp held 15,515 shares of Morgan Stanley worth $2.55M as of Q1 2026.
Texas Yale Capital Corp sold 2,900 Morgan Stanley shares in Q1 2026, an estimated $502K.
Morgan Stanley made up 0.07% of Texas Yale Capital Corp's portfolio in Q1 2026, its #172 holding.
Texas Yale Capital Corp first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Texas Yale Capital Corp's Morgan Stanley position peaked at $3.27M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.