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Alpha DNA Investment Management’s Morgan Stanley MS Stock Holding History

Alpha DNA Investment 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
-39,921
Closed -$5.02M – 110
2024
Q4 		$5.02M Buy
39,921
+21,090
+112% +$2.6M 1.91% 5
2024
Q3 		$1.96M Sell
18,831
-27,376
-59% -$2.76M 0.73% 28
2024
Q2 		$4.49M Buy
46,207
+23,387
+102% +$2.23M 1.74% 4
2024
Q1 		$2.15M Buy
22,820
+10,899
+91% +$960K 0.79% 18
2023
Q4 		$1.11M Buy
11,921
+52
+0.4% +$4.16K 0.43% 41
2023
Q3 		$969K Sell
11,869
-14,051
-54% -$1.22M 0.4% 49
2023
Q2 		$2.21M Buy
25,920
+6,186
+31% +$529K 0.74% 17
2023
Q1 		$1.73M Buy
19,734
+9,440
+92% +$881K 0.51% 26
2022
Q4 		$875K Buy
10,294
+2,524
+32% +$215K 0.31% 138
2022
Q3 		$613K Buy
+7,770
New +$655K 0.51% 79
2021
Q2 		– Sell
-368
Closed -$27K – 432
2021
Q1 		$27K Sell
368
-2
-0.5% -$153 0.03% 227
2020
Q4 		$25K Buy
+370
New +$21.2K 0.03% 241

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

Alpha DNA Investment Management's MS Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 39,921 shares — an estimated $5.02M sold.

Alpha DNA Investment Management first reported a position in MS in Q4 2020 and held it in 12 quarters. The position peaked at $5.02M in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Alpha DNA Investment Management reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Alpha DNA Investment Management sold 39,921 Morgan Stanley shares in Q1 2025, an estimated $5.02M.
  • Alpha DNA Investment Management first reported a position in Morgan Stanley in Q4 2020 and held it in 12 quarters.
  • Alpha DNA Investment Management's Morgan Stanley position peaked at $5.02M in Q4 2024.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.