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Abich Financial Wealth Management’s Morgan Stanley MS Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$17K Buy
+107
New +$15.8K 0.01% 407
2024
Q3 		– Sell
-57
Closed -$5.54K – 687
2024
Q2 		$5.54K Hold
57
– – ﹤0.01% 332
2024
Q1 		$5.37K Buy
+57
New +$5.02K ﹤0.01% 288

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Abich Financial Wealth Management's MS Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Morgan Stanley (MS) in Q3 2025: 107 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in MS as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in MS in Q1 2024 and has held it in 3 quarters since. 2,259 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Abich Financial Wealth Management held 107 shares of Morgan Stanley worth $17K as of Q3 2025.
  • Morgan Stanley was a new Abich Financial Wealth Management position in Q3 2025.
  • Morgan Stanley made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #407 holding.
  • Abich Financial Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 3 quarters since.
  • 2,259 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.