Aaron Wealth Advisors’s Morgan Stanley MS Stock Holding History

Aaron 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	$3.46M	Sell	21,013 -717	-3%	-$124K	0.2%	65
2025 Q4	$3.86M	Buy	21,730 +3,306	+18%	+$551K	0.21%	57
2025 Q3	$2.93M	Buy	18,424 +8,965	+95%	+$1.32M	0.17%	67
2025 Q2	$1.33M	Buy	9,459 +552	+6%	+$67.8K	0.14%	108
2025 Q1	$1.04M	Buy	8,907 +146	+2%	+$18.8K	0.12%	123
2024 Q4	$1.1M	Buy	8,761 +578	+7%	+$71.2K	0.13%	107
2024 Q3	$853K	Buy	8,183 +1,826	+29%	+$184K	0.1%	129
2024 Q2	$618K	Buy	6,357 +658	+12%	+$62.6K	0.09%	145
2024 Q1	$537K	Buy	5,699 +1,427	+33%	+$126K	0.08%	154
2023 Q4	$398K	Sell	4,272 -1,258	-23%	-$101K	0.07%	157
2023 Q3	$452K	Sell	5,530 -154	-3%	-$13.4K	0.06%	158
2023 Q2	$485K	Sell	5,684 -205	-3%	-$17.5K	0.06%	157
2023 Q1	$517K	Buy	5,889 +728	+14%	+$67.9K	0.07%	151
2022 Q4	$439K	Buy	5,161 +952	+23%	+$81.1K	0.06%	166
2022 Q3	$333K	Buy	4,209 +16	+0.4%	+$1.35K	0.06%	157
2022 Q2	$318K	Sell	4,193 -248,305	-98%	-$20.3M	0.08%	144
2022 Q1	$2.89M	Buy	252,498 +249,354	+7,931%	+$24.1M	0.04%	185
2021 Q4	$308K	Buy	3,144 +568	+22%	+$56.6K	0.09%	140
2021 Q3	$250K	Buy	2,576 +143	+6%	+$14.2K	0.07%	139
2021 Q2	$223K	Buy	+2,433	New	+$209K	0.07%	144

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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