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Morgan Stanley position in LCAP
PRINCIPAL CPTL APPREC S3 ETF
Latest position (Q2 2026)37.80K sh
Reported value held$1.25M
Portfolio Weight0.00%
First reportedQ3 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 14.97K | $148.00K | New |
| Q4 2021 | 14.92K | $149.00K | Hold |
| Q3 2025 | 2.00K | $58.01K | New |
| Q4 2025 | 656 | $19.38K | Reduce |
| Q1 2026 | 60.48K | $1.75M | Add |
| Q2 2026 | 37.80K | $1.25M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding LCAP
- Principal Global Investors 48.56M sh · $1.61B · Q2 2026
- Goldman Sachs Group 34.05K sh · $1.13M · Q2 2026
- JPMorgan Chase & Co 4.16K sh · $136.64K · Q2 2026
- Citigroup Inc 513 sh · $17.00K · Q2 2026