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Austin Private Wealth’s Morgan Stanley MS Stock Holding History

Austin Private Wealth’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 		$492K Sell
2,770
-97
-3% -$16.2K 0.04% 180
2025
Q3 		$456K Sell
2,867
-132
-4% -$19.5K 0.03% 190
2025
Q2 		$422K Buy
2,999
+360
+14% +$44.2K 0.03% 194
2025
Q1 		$308K Buy
2,639
+79
+3% +$10.2K 0.03% 216
2024
Q4 		$322K Buy
2,560
+1,141
+80% +$141K 0.03% 197
2024
Q3 		$148K Buy
+1,419
New +$143K 0.01% 263
2024
Q1 		– Sell
-1,382
Closed -$129K – 284
2023
Q4 		$129K Buy
+1,382
New +$111K 0.02% 208
2023
Q3 		– Sell
-1,464
Closed -$125K – 214
2023
Q2 		$125K Sell
1,464
-910
-38% -$77.8K 0.02% 168
2023
Q1 		$208K Buy
+2,374
New +$222K 0.03% 144
2022
Q1 		– Sell
-1,843
Closed -$181K – 173
2021
Q4 		$181K Sell
1,843
-397
-18% -$39.5K 0.04% 144
2021
Q3 		$218K Buy
+2,240
New +$222K 0.05% 123

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Austin Private Wealth's MS Position: Q4 2025 in Review

Austin Private Wealth reduced its Morgan Stanley (MS) stake by 3.4% in Q4 2025, selling an estimated $16.2K and leaving 2,770 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #180.

Austin Private Wealth first reported a position in MS in Q3 2021 and has held it in 11 quarters since. 2,521 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Austin Private Wealth held 2,770 shares of Morgan Stanley worth $492K as of Q4 2025.
  • Austin Private Wealth sold 97 Morgan Stanley shares in Q4 2025, an estimated $16.2K.
  • Morgan Stanley made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #180 holding.
  • Austin Private Wealth first reported a position in Morgan Stanley in Q3 2021 and has held it in 11 quarters since.
  • 2,521 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.