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Advanced Portfolio Management’s Morgan Stanley MS Stock Holding History

Advanced Portfolio 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
Q1 		– Sell
-9,321
Closed -$1.29M – 66
2024
Q4 		$1.29M Buy
+9,321
New +$1.15M 1.47% 25

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

Advanced Portfolio Management's MS Position: Q1 2025 in Review

Advanced Portfolio Management sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 9,321 shares — an estimated $1.29M sold.

Advanced Portfolio Management first reported a position in MS in Q4 2024 and held it in 1 quarter. The position peaked at $1.29M in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Advanced Portfolio Management reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Advanced Portfolio Management sold 9,321 Morgan Stanley shares in Q1 2025, an estimated $1.29M.
  • Advanced Portfolio Management first reported a position in Morgan Stanley in Q4 2024 and held it in 1 quarter.
  • Advanced Portfolio Management's Morgan Stanley position peaked at $1.29M in Q4 2024.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Advanced Portfolio Management's 13F filing for Q1 2025, filed 14 May 2025.