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Aspire Private Capital’s Morgan Stanley MS Stock Holding History

Aspire Private Capital’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
2024
Q4 		– Sell
-121
Closed -$12.6K – 461
2024
Q3 		$12.6K Buy
121
+108
+831% +$10.9K ﹤0.01% 354
2024
Q2 		$1.23K Hold
13
– – ﹤0.01% 587
2024
Q1 		$1.19K Sell
13
-54
-81% -$4.75K ﹤0.01% 624
2023
Q4 		$6.33K Hold
67
– – ﹤0.01% 443
2023
Q3 		$5.53K Sell
67
-28
-29% -$2.43K ﹤0.01% 469
2023
Q2 		$8.08K Sell
95
-15
-14% -$1.28K ﹤0.01% 401
2023
Q1 		$9.7K Sell
110
-7,054
-98% -$658K ﹤0.01% 372
2022
Q4 		$609K Buy
7,164
+267
+4% +$22.8K 0.22% 72
2022
Q3 		$545K Sell
6,897
-694
-9% -$58.5K 0.21% 64
2022
Q2 		$577K Sell
7,591
-106
-1% -$8.68K 0.21% 63
2022
Q1 		$673K Buy
7,697
+781
+11% +$75.3K 0.21% 63
2021
Q4 		$679K Buy
6,916
+654
+10% +$65.1K 0.21% 61
2021
Q3 		$609K Sell
6,262
-387
-6% -$38.3K 0.2% 57
2021
Q2 		$610K Buy
6,649
+1,784
+37% +$153K 0.2% 58
2021
Q1 		$378K Buy
4,865
+2,028
+71% +$155K 0.13% 80
2020
Q4 		$194K Buy
2,837
+3
+0.1% +$172 0.07% 118
2020
Q3 		$137K Buy
2,834
+366
+15% +$18.4K 0.06% 134
2020
Q2 		$119K Buy
2,468
+197
+9% +$8.27K 0.06% 120
2020
Q1 		$77K Sell
2,271
-174
-7% -$8.2K 0.04% 134
2019
Q4 		$125K Buy
2,445
+83
+4% +$3.93K 0.05% 146
2019
Q3 		$101K Buy
2,362
+239
+11% +$10.2K 0.05% 160
2019
Q2 		$93K Buy
2,123
+329
+18% +$14.7K 0.04% 162
2019
Q1 		$76K Sell
1,794
-10
-0.6% -$421 0.04% 194
2018
Q4 		$72K Buy
+1,804
New +$78.7K 0.04% 181

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Aspire Private Capital's MS Position: Q4 2024 in Review

Aspire Private Capital sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 121 shares — an estimated $12.6K sold.

Aspire Private Capital first reported a position in MS in Q4 2018 and held it in 24 quarters. The position peaked at $679K in Q4 2021. 2,118 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Aspire Private Capital reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 121 Morgan Stanley shares in Q4 2024, an estimated $12.6K.
  • Aspire Private Capital first reported a position in Morgan Stanley in Q4 2018 and held it in 24 quarters.
  • Aspire Private Capital's Morgan Stanley position peaked at $679K in Q4 2021.
  • 2,118 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.