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Vanguard Capital Wealth Advisors’s Morgan Stanley MS Stock Holding History

Vanguard 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 		$2.02M Sell
12,261
-1,705
-12% -$295K 1.87% 10
2025
Q4 		$2.48M Buy
13,966
+405
+3% +$67.6K 1.98% 11
2025
Q3 		$2.16M Buy
13,561
+850
+7% +$126K 1.72% 10
2025
Q2 		$1.79M Sell
12,711
-550
-4% -$67.6K 1.78% 11
2025
Q1 		$1.55M Sell
13,261
-3,100
-19% -$399K 1.89% 8
2024
Q4 		$2.06M Buy
16,361
+4,025
+33% +$496K 2.24% 8
2024
Q3 		$1.29M Sell
12,336
-3,386
-22% -$341K 1.35% 13
2024
Q2 		$1.53M Buy
15,722
+68
+0.4% +$6.47K 1.03% 17
2024
Q1 		$1.47M Sell
15,654
-2,479
-14% -$218K 1.04% 21
2023
Q4 		$1.69M Buy
18,133
+2,323
+15% +$186K 1.37% 16
2023
Q3 		$1.29M Buy
15,810
+5,091
+47% +$442K 1.2% 16
2023
Q2 		$915K Sell
10,719
-85
-0.8% -$7.27K 0.83% 25
2023
Q1 		$949K Buy
10,804
+172
+2% +$16.1K 0.95% 22
2022
Q4 		$904K Sell
10,632
-190
-2% -$16.2K 1.05% 20
2022
Q3 		$855K Buy
10,822
+149
+1% +$12.6K 1.04% 19
2022
Q2 		$811K Sell
10,673
-802
-7% -$65.7K 0.92% 25
2022
Q1 		$1M Buy
11,475
+302
+3% +$29.1K 0.72% 37
2021
Q4 		$1.1M Sell
11,173
-90
-0.8% -$8.96K 0.79% 33
2021
Q3 		$1.1K Sell
11,263
-2,290
-17% -$227K 0.73% 32
2021
Q2 		$1.24M Buy
13,553
+4,100
+43% +$352K 0.94% 25
2021
Q1 		$747K Buy
9,453
+4,950
+110% +$379K 0.64% 41
2020
Q4 		$305K Buy
+4,503
New +$258K 0.28% 98
2019
Q4 		$201K Buy
+3,948
New +$187K 0.21% 123
2018
Q1 		– Sell
-3,948
Closed -$207K – 124
2017
Q4 		$207K Buy
+3,948
New +$200K 0.26% 109

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Wealth Advisors's MS Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors reduced its Morgan Stanley (MS) stake by 12% in Q1 2026, selling an estimated $295K and leaving 12,261 shares worth $2.02M. The position accounts for 1.87% of the portfolio, ranked #10.

Vanguard Capital Wealth Advisors first reported a position in MS in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.48M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Vanguard Capital Wealth Advisors held 12,261 shares of Morgan Stanley worth $2.02M as of Q1 2026.
  • Vanguard Capital Wealth Advisors sold 1,705 Morgan Stanley shares in Q1 2026, an estimated $295K.
  • Morgan Stanley made up 1.87% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 24 quarters since.
  • Vanguard Capital Wealth Advisors's Morgan Stanley position peaked at $2.48M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.