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Alpha Cubed Investments’s Morgan Stanley MS Stock Holding History

Alpha Cubed Investments’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
Q4 		$580K Buy
3,267
+35
+1% +$5.84K 0.02% 165
2025
Q3 		$514K Buy
3,232
+205
+7% +$30.3K 0.02% 176
2025
Q2 		$426K Buy
3,027
+77
+3% +$9.46K 0.02% 198
2025
Q1 		$344K Buy
+2,950
New +$380K 0.02% 213
2024
Q3 		– Sell
-2,507
Closed -$244K – 292
2024
Q2 		$244K Buy
+2,507
New +$239K 0.01% 238
2023
Q3 		– Sell
-4,449
Closed -$380K – 278
2023
Q2 		$380K Sell
4,449
-671
-13% -$57.4K 0.03% 168
2023
Q1 		$450K Sell
5,120
-3,866
-43% -$361K 0.03% 156
2022
Q4 		$764K Buy
+8,986
New +$766K 0.06% 134
2022
Q3 		– Sell
-4,360
Closed -$332K – 303
2022
Q2 		$332K Buy
4,360
+670
+18% +$54.9K 0.02% 217
2022
Q1 		$323K Sell
3,690
-587
-14% -$56.6K 0.02% 250
2021
Q4 		$420K Hold
4,277
– – 0.03% 193
2021
Q3 		$416K Sell
4,277
-723
-14% -$71.6K 0.03% 183
2021
Q2 		$458K Buy
5,000
+115
+2% +$9.86K 0.03% 172
2021
Q1 		$379K Buy
4,885
+670
+16% +$51.3K 0.03% 185
2020
Q4 		$289K Buy
+4,215
New +$242K 0.02% 204
2018
Q1 		– Sell
-3,854
Closed -$202K – 237
2017
Q4 		$202K Sell
3,854
-1,022
-21% -$51.7K 0.03% 226
2017
Q3 		$235K Buy
+4,876
New +$226K 0.04% 194
2016
Q1 		– Sell
-113,793
Closed -$3.62M – 180
2015
Q4 		$3.62M Buy
113,793
+7,187
+7% +$239K 0.94% 41
2015
Q3 		$3.52M Buy
106,606
+2,860
+3% +$104K 0.92% 37
2015
Q2 		$4.02M Buy
103,746
+18,054
+21% +$687K 1.08% 31
2015
Q1 		$3.06M Buy
85,692
+55,065
+180% +$1.98M 0.95% 36
2014
Q4 		$1.19M Buy
30,627
+8,588
+39% +$306K 0.46% 60
2014
Q3 		$762K Buy
22,039
+7,379
+50% +$246K 0.36% 90
2014
Q2 		$474K Buy
+14,660
New +$452K 0.21% 120

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 $3.37T AUM 44.26% 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
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alpha Cubed Investments's MS Position: Q4 2025 in Review

Alpha Cubed Investments increased its Morgan Stanley (MS) stake by 1.1% in Q4 2025, buying an estimated $5.84K and bringing the position to 3,267 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #165.

Alpha Cubed Investments first reported a position in MS in Q2 2014 and has held it in 24 quarters since. The position peaked at $4.02M in Q2 2015. 2,528 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Alpha Cubed Investments held 3,267 shares of Morgan Stanley worth $580K as of Q4 2025.
  • Alpha Cubed Investments bought 35 Morgan Stanley shares in Q4 2025, an estimated $5.84K.
  • Morgan Stanley made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #165 holding.
  • Alpha Cubed Investments first reported a position in Morgan Stanley in Q2 2014 and has held it in 24 quarters since.
  • Alpha Cubed Investments's Morgan Stanley position peaked at $4.02M in Q2 2015.
  • 2,528 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.