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Allium Financial Advisors’s Morgan Stanley MS Stock Holding History

Allium Financial Advisors’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 		– Sell
-1,666
Closed -$235K – 89
2025
Q2 		$235K Sell
1,666
-52
-3% -$6.39K 0.2% 76
2025
Q1 		$200K Buy
+1,718
New +$221K 0.18% 82

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Allium Financial Advisors's MS Position: Q3 2025 in Review

Allium Financial Advisors sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 1,666 shares — an estimated $235K sold.

Allium Financial Advisors first reported a position in MS in Q1 2025 and held it in 2 quarters. The position peaked at $235K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Allium Financial Advisors reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Allium Financial Advisors sold 1,666 Morgan Stanley shares in Q3 2025, an estimated $235K.
  • Allium Financial Advisors first reported a position in Morgan Stanley in Q1 2025 and held it in 2 quarters.
  • Allium Financial Advisors's Morgan Stanley position peaked at $235K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Allium Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.