AP
MS icon

Adero Partners’s Morgan Stanley MS Stock Holding History

Adero Partners’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
Q1 		$243K Buy
2,083
+131
+7% +$16.9K 0.02% 211
2024
Q4 		$245K Buy
+1,952
New +$240K 0.02% 200

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adero Partners's MS Position: Q1 2025 in Review

Adero Partners increased its Morgan Stanley (MS) stake by 6.7% in Q1 2025, buying an estimated $16.9K and bringing the position to 2,083 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #211.

Adero Partners first reported a position in MS in Q4 2024 and has held it in 2 quarters since. The position peaked at $245K in Q4 2024. 2,100 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Adero Partners held 2,083 shares of Morgan Stanley worth $243K as of Q1 2025.
  • Adero Partners bought 131 Morgan Stanley shares in Q1 2025, an estimated $16.9K.
  • Morgan Stanley made up 0.02% of Adero Partners's portfolio in Q1 2025, its #211 holding.
  • Adero Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 2 quarters since.
  • Adero Partners's Morgan Stanley position peaked at $245K in Q4 2024.
  • 2,100 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.