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Arete Wealth Advisors’s Morgan Stanley MS Stock Holding History

Arete Wealth 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
Q4 		– Sell
-4,015
Closed -$641K – 608
2025
Q3 		$641K Buy
4,015
+382
+11% +$56.4K 0.04% 375
2025
Q2 		$512K Sell
3,633
-8,489
-70% -$1.04M 0.04% 403
2025
Q1 		$667K Buy
12,122
+7,245
+149% +$934K 0.05% 317
2024
Q4 		$613K Buy
4,877
+268
+6% +$33K 0.04% 354
2024
Q3 		$478K Sell
4,609
-526
-10% -$53K 0.04% 387
2024
Q2 		$497K Buy
+5,135
New +$489K 0.04% 392
2024
Q1 		– Sell
-5,636
Closed -$489K – 599
2023
Q4 		$489K Sell
5,636
-46
-0.8% -$3.68K 0.04% 405
2023
Q3 		$434K Buy
5,682
+868
+18% +$75.4K 0.08% 263
2023
Q2 		$398K Sell
4,814
-613
-11% -$52.4K 0.04% 416
2023
Q1 		$476K Sell
5,427
-327
-6% -$30.5K 0.04% 357
2022
Q4 		$489K Sell
5,754
-36
-0.6% -$3.07K 0.04% 329
2022
Q3 		$458K Buy
5,790
+2,785
+93% +$235K 0.04% 313
2022
Q2 		$229K Sell
3,005
-830
-22% -$68K 0.02% 395
2022
Q1 		$297K Sell
3,835
-24
-0.6% -$2.31K 0.02% 379
2021
Q4 		$341K Buy
3,859
+380
+11% +$37.9K 0.03% 363
2021
Q3 		$296K Sell
3,479
-116
-3% -$11.5K 0.03% 330
2021
Q2 		$267K Sell
3,595
-1,091
-23% -$93.5K 0.04% 284
2021
Q1 		$325K Buy
4,686
+1,145
+32% +$87.8K 0.04% 305
2020
Q4 		$211K Buy
+3,541
New +$203K 0.03% 372
2018
Q4 		– Sell
-6,350
Closed -$296K – 395
2018
Q3 		$296K Buy
+6,350
New +$310K 0.07% 273

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

Arete Wealth Advisors's MS Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 4,015 shares — an estimated $641K sold.

Arete Wealth Advisors first reported a position in MS in Q3 2018 and held it in 20 quarters. The position peaked at $667K in Q1 2025. 2,529 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,015 Morgan Stanley shares in Q4 2025, an estimated $641K.
  • Arete Wealth Advisors first reported a position in Morgan Stanley in Q3 2018 and held it in 20 quarters.
  • Arete Wealth Advisors's Morgan Stanley position peaked at $667K in Q1 2025.
  • 2,529 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.