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Apexium Financial’s Morgan Stanley MS Stock Holding History

Apexium Financial’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 		$386K Sell
2,427
-78
-3% -$11.5K 0.02% 219
2025
Q2 		$353K Buy
2,505
+15
+0.6% +$1.84K 0.02% 215
2025
Q1 		$291K Sell
2,490
-71
-3% -$9.15K 0.02% 225
2024
Q4 		$322K Sell
2,561
-636
-20% -$78.3K 0.02% 202
2024
Q3 		$333K Hold
3,197
– – 0.02% 178
2024
Q2 		$311K Sell
3,197
-53
-2% -$5.04K 0.02% 176
2024
Q1 		$306K Sell
3,250
-832
-20% -$73.3K 0.02% 176
2023
Q4 		$381K Buy
4,082
+1,246
+44% +$99.7K 0.03% 195
2023
Q3 		$232K Sell
2,836
-68
-2% -$5.9K 0.02% 191
2023
Q2 		$248K Buy
+2,904
New +$248K 0.02% 193

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

Apexium Financial's MS Position: Q3 2025 in Review

Apexium Financial reduced its Morgan Stanley (MS) stake by 3.1% in Q3 2025, selling an estimated $11.5K and leaving 2,427 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #219.

Apexium Financial first reported a position in MS in Q2 2023 and has held it in 10 quarters since. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Apexium Financial held 2,427 shares of Morgan Stanley worth $386K as of Q3 2025.
  • Apexium Financial sold 78 Morgan Stanley shares in Q3 2025, an estimated $11.5K.
  • Morgan Stanley made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #219 holding.
  • Apexium Financial first reported a position in Morgan Stanley in Q2 2023 and has held it in 10 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.