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	$266K	Hold	1,500	–	–	0.02%	246
2025 Q3	$238K	Buy	1,500 +1,000	+200%	+$148K	0.02%	267
2025 Q2	$70.4K	Sell	500 -500	-50%	-$61.4K	0.01%	304
2025 Q1	$117K	Sell	1,000 -1,000	-50%	-$129K	0.01%	290
2024 Q4	$251K	Buy	2,000 +1,000	+100%	+$123K	0.02%	244
2024 Q3	$104K	Buy	+1,000	New	+$101K	0.01%	266
2024 Q1	–	Sell	-100,000	Closed	-$94	–	283
2023 Q4	$94	Buy	+100,000	New	+$8M	﹤0.01%	246
2023 Q3	–	Sell	-100,000	Closed	-$85	–	213
2023 Q2	$85	Buy	100,000 +99,000	+9,900%	+$8.47M	﹤0.01%	193
2023 Q1	$88	Buy	+1,000	New	+$93.3K	﹤0.01%	160
2022 Q1	–	Sell	-1,000	Closed	-$98K	–	172
2021 Q4	$98K	Buy	1,000 +300	+43%	+$29.9K	0.02%	151
2021 Q3	$68K	Buy	+700	New	+$69.4K	0.01%	137

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

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

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

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

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

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.