AWM
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Accredited Wealth Management’s Morgan Stanley MS Stock Holding History

Accredited 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 		$30.5K Sell
30
-162
-84% -$23.9K 0.02% 171
2025
Q2 		$27K Sell
192
-822
-81% -$101K 0.02% 179
2025
Q1 		$118K Hold
1,014
– – 0.1% 78
2024
Q4 		$127K Buy
+1,014
New +$125K 0.11% 85

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

Accredited Wealth Management's MS Position: Q3 2025 in Review

Accredited Wealth Management reduced its Morgan Stanley (MS) stake by 84% in Q3 2025, selling an estimated $23.9K and leaving 30 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #171.

Accredited Wealth Management first reported a position in MS in Q4 2024 and has held it in 4 quarters since. The position peaked at $127K in Q4 2024. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Accredited Wealth Management held 30 shares of Morgan Stanley worth $30.5K as of Q3 2025.
  • Accredited Wealth Management sold 162 Morgan Stanley shares in Q3 2025, an estimated $23.9K.
  • Morgan Stanley made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #171 holding.
  • Accredited Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Morgan Stanley position peaked at $127K in Q4 2024.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.