AC
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ASB Consultores’s Morgan Stanley MS Stock Holding History

ASB Consultores’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
-1,821
Closed -$257K – 100
2025
Q2 		$257K Buy
+1,821
New +$224K 0.17% 109
2025
Q1 		– Sell
-4,812
Closed -$605K – 187
2024
Q4 		$605K Sell
4,812
-132
-3% -$16.3K 0.25% 63
2024
Q3 		$515K Sell
4,944
-392
-7% -$39.5K 0.2% 79
2024
Q2 		$519K Sell
5,336
-3,915
-42% -$373K 0.19% 71
2024
Q1 		$871K Buy
9,251
+6,503
+237% +$573K 0.23% 69
2023
Q4 		$256K Sell
2,748
-2,158
-44% -$173K 0.09% 84
2023
Q3 		$401K Sell
4,906
-1,104
-18% -$95.9K 0.16% 66
2023
Q2 		$513K Sell
6,010
-849
-12% -$72.6K 0.25% 74
2023
Q1 		$602K Buy
6,859
+2,363
+53% +$221K 0.24% 55
2022
Q4 		$382K Buy
+4,496
New +$383K 0.16% 96
2022
Q2 		– Sell
-3,641
Closed -$318K – 211
2022
Q1 		$318K Sell
3,641
-23
-0.6% -$2.22K 0.13% 143
2021
Q4 		$360K Buy
+3,664
New +$365K 0.18% 126

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
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

ASB Consultores's MS Position: Q3 2025 in Review

ASB Consultores sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 1,821 shares — an estimated $257K sold.

ASB Consultores first reported a position in MS in Q4 2021 and held it in 12 quarters. The position peaked at $871K in Q1 2024. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • ASB Consultores reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • ASB Consultores sold 1,821 Morgan Stanley shares in Q3 2025, an estimated $257K.
  • ASB Consultores first reported a position in Morgan Stanley in Q4 2021 and held it in 12 quarters.
  • ASB Consultores's Morgan Stanley position peaked at $871K in Q1 2024.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on ASB Consultores's 13F filing for Q3 2025, filed 4 Nov 2025.