U.S. Capital Wealth Advisors’s Morgan Stanley MS Stock Holding History

U.S. Capital Wealth 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	$2.23M	Sell	13,541 -2,352	-15%	-$407K	0.06%	328
2025 Q4	$2.82M	Buy	15,893 +3,790	+31%	+$632K	0.07%	268
2025 Q3	$1.92M	Sell	12,103 -1,037	-8%	-$153K	0.05%	340
2025 Q2	$1.85M	Sell	13,140 -15,097	-53%	-$1.85M	0.05%	317
2025 Q1	$3.29M	Buy	28,237 +6,526	+30%	+$841K	0.1%	208
2024 Q4	$2.73M	Sell	21,711 -430	-2%	-$53K	0.08%	244
2024 Q3	$2.31M	Buy	22,141 +456	+2%	+$45.9K	0.08%	227
2024 Q2	$2.11M	Buy	21,685 +386	+2%	+$36.7K	0.08%	232
2024 Q1	$2.01M	Sell	21,299 -412	-2%	-$36.3K	0.08%	234
2023 Q4	$2.02M	Sell	21,711 -16,434	-43%	-$1.31M	0.08%	227
2023 Q3	$3.12M	Buy	38,145 +8,830	+30%	+$767K	0.14%	140
2023 Q2	$2.5M	Sell	29,315 -513	-2%	-$43.9K	0.12%	173
2023 Q1	$2.62M	Buy	29,828 +13,159	+79%	+$1.23M	0.12%	163
2022 Q4	$1.42M	Buy	16,669 +3	+0%	+$256	0.07%	270
2022 Q3	$1.32M	Sell	16,666 -25,899	-61%	-$2.18M	0.07%	277
2022 Q2	$3.24M	Sell	42,565 -65,733	-61%	-$5.38M	0.14%	149
2022 Q1	$9.46M	Buy	108,298 +65,936	+156%	+$6.36M	0.35%	59
2021 Q4	$4.16M	Sell	42,362 -400	-0.9%	-$39.8K	0.16%	135
2021 Q3	$4.16M	Buy	+42,762	New	+$4.24M	0.18%	130

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

U.S. Capital Wealth Advisors's MS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Morgan Stanley (MS) stake by 15% in Q1 2026, selling an estimated $407K and leaving 13,541 shares worth $2.23M. The position accounts for 0.06% of the portfolio, ranked #328.

U.S. Capital Wealth Advisors first reported a position in MS in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.46M in Q1 2022. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

U.S. Capital Wealth Advisors held 13,541 shares of Morgan Stanley worth $2.23M as of Q1 2026.
U.S. Capital Wealth Advisors sold 2,352 Morgan Stanley shares in Q1 2026, an estimated $407K.
Morgan Stanley made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #328 holding.
U.S. Capital Wealth Advisors first reported a position in Morgan Stanley in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Morgan Stanley position peaked at $9.46M in Q1 2022.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.