Advisor Resource Council’s Morgan Stanley MS Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-3,896	Closed	-$437K	–	429
2025 Q1	$437K	Buy	+3,896	New	+$502K	0.04%	386
2024 Q1	–	Sell	-6,813	Closed	-$635K	–	400
2023 Q4	$635K	Buy	+6,813	New	+$545K	0.07%	240
2022 Q3	–	Sell	-4,398	Closed	-$335K	–	361
2022 Q2	$335K	Buy	+4,398	New	+$360K	0.03%	364
2022 Q1	–	Sell	-5,439	Closed	-$534K	–	409
2021 Q4	$534K	Buy	+5,439	New	+$542K	0.04%	321
2021 Q3	–	Sell	-3,976	Closed	-$364K	–	377
2021 Q2	$364K	Buy	+3,976	New	+$341K	0.04%	363

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advisor Resource Council's MS Position: Q2 2025 in Review

Advisor Resource Council sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 3,896 shares — an estimated $437K sold.

Advisor Resource Council first reported a position in MS in Q2 2021 and held it in 5 quarters. The position peaked at $635K in Q4 2023. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Advisor Resource Council reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 3,896 Morgan Stanley shares in Q2 2025, an estimated $437K.
Advisor Resource Council first reported a position in Morgan Stanley in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Morgan Stanley position peaked at $635K in Q4 2023.
2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.