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AlphaStar Capital Management’s Morgan Stanley MS Stock Holding History

AlphaStar Capital 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
Q3 		– Sell
-5,297
Closed -$746K – 301
2025
Q2 		$746K Buy
+5,297
New +$651K 0.05% 192
2024
Q4 		– Sell
-7,254
Closed -$756K – 317
2024
Q3 		$756K Buy
7,254
+2,565
+55% +$258K 0.06% 185
2024
Q2 		$456K Buy
4,689
+1,205
+35% +$115K 0.04% 200
2024
Q1 		$328K Buy
+3,484
New +$307K 0.03% 226

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

AlphaStar Capital Management's MS Position: Q3 2025 in Review

AlphaStar Capital Management sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 5,297 shares — an estimated $746K sold.

AlphaStar Capital Management first reported a position in MS in Q1 2024 and held it in 4 quarters. The position peaked at $756K in Q3 2024. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • AlphaStar Capital Management reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 5,297 Morgan Stanley shares in Q3 2025, an estimated $746K.
  • AlphaStar Capital Management first reported a position in Morgan Stanley in Q1 2024 and held it in 4 quarters.
  • AlphaStar Capital Management's Morgan Stanley position peaked at $756K in Q3 2024.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.