Asahi Life Asset Management’s Morgan Stanley MS Stock Holding History

Asahi Life Asset 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 Q2	–	Sell	-4,540	Closed	-$530K	–	187
2025 Q1	$530K	Buy	4,540 +2,120	+88%	+$273K	0.34%	57
2024 Q4	$304K	Buy	2,420 +370	+18%	+$45.6K	0.19%	142
2024 Q3	$214K	Buy	+2,050	New	+$206K	0.13%	153
2024 Q1	–	Sell	-2,780	Closed	-$259K	–	196
2023 Q4	$259K	Buy	2,780 +130	+5%	+$10.4K	0.14%	155
2023 Q3	$216K	Buy	+2,650	New	+$230K	0.07%	167
2023 Q2	–	Sell	-2,870	Closed	-$252K	–	231
2023 Q1	$252K	Buy	+2,870	New	+$268K	0.08%	171
2022 Q1	–	Sell	-7,400	Closed	-$726K	–	231
2021 Q4	$726K	Hold	7,400	–	–	0.09%	60
2021 Q3	$720K	Buy	7,400 +5,070	+218%	+$502K	0.1%	57
2021 Q2	$214K	Buy	+2,330	New	+$200K	0.03%	171
2020 Q3	–	Sell	-11,600	Closed	-$560K	–	266
2020 Q2	$560K	Buy	+11,600	New	+$487K	0.09%	59
2019 Q4	–	Sell	-5,300	Closed	-$226K	–	241
2019 Q3	$226K	Buy	+5,300	New	+$227K	0.04%	157

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Asahi Life Asset Management's MS Position: Q2 2025 in Review

Asahi Life Asset Management sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 4,540 shares — an estimated $530K sold.

Asahi Life Asset Management first reported a position in MS in Q3 2019 and held it in 11 quarters. The position peaked at $726K in Q4 2021. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Asahi Life Asset Management reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Asahi Life Asset Management sold 4,540 Morgan Stanley shares in Q2 2025, an estimated $530K.
Asahi Life Asset Management first reported a position in Morgan Stanley in Q3 2019 and held it in 11 quarters.
Asahi Life Asset Management's Morgan Stanley position peaked at $726K in Q4 2021.
2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Asahi Life Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.