AWM
MS icon

Avitas Wealth Management’s Morgan Stanley MS Stock Holding History

Avitas Wealth 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
2024
Q4 		$9.96M Buy
79,237
+557
+0.7% +$68.6K 1.38% 15
2024
Q3 		$8.2M Buy
78,680
+1,110
+1% +$112K 1.15% 18
2024
Q2 		$7.54M Buy
77,570
+319
+0.4% +$30.4K 1.1% 20
2024
Q1 		$7.27M Buy
77,251
+1,095
+1% +$96.4K 1.11% 21
2023
Q4 		$7.1M Buy
76,156
+2,664
+4% +$213K 1.19% 19
2023
Q3 		$6M Sell
73,492
-225
-0.3% -$19.5K 1.14% 20
2023
Q2 		$6.3M Buy
73,717
+722
+1% +$61.7K 1.14% 19
2023
Q1 		$6.41M Sell
72,995
-456
-0.6% -$42.6K 1.25% 17
2022
Q4 		$6.24M Sell
73,451
-283
-0.4% -$24.1K 1.32% 18
2022
Q3 		$5.83M Buy
73,734
+834
+1% +$70.3K 1.33% 16
2022
Q2 		$5.54M Buy
72,900
+6,314
+9% +$517K 1.21% 19
2022
Q1 		$5.82M Sell
66,586
-2,495
-4% -$241K 1.05% 19
2021
Q4 		$6.78M Buy
69,081
+1,343
+2% +$134K 1.14% 23
2021
Q3 		$6.59M Sell
67,738
-131
-0.2% -$13K 1.2% 14
2021
Q2 		$6.22M Buy
67,869
+1,651
+2% +$142K 1.11% 21
2021
Q1 		$5.14M Buy
66,218
+4,582
+7% +$351K 1.01% 24
2020
Q4 		$4.22M Buy
61,636
+18,446
+43% +$1.06M 0.86% 30
2020
Q3 		$2.09M Sell
43,190
-301
-0.7% -$15.2K 0.58% 58
2020
Q2 		$2.1M Sell
43,491
-1,357
-3% -$57K 0.7% 56
2020
Q1 		$1.52M Sell
44,848
-36,242
-45% -$1.71M 0.69% 53
2019
Q4 		$4.14M Buy
81,090
+411
+0.5% +$19.5K 1.06% 25
2019
Q3 		$3.44M Buy
80,679
+1,318
+2% +$56.3K 0.95% 33
2019
Q2 		$3.48M Buy
79,361
+13,949
+21% +$622K 0.97% 34
2019
Q1 		$2.76M Buy
65,412
+564
+0.9% +$23.7K 0.8% 53
2018
Q4 		$2.57M Buy
+64,848
New +$2.83M 0.84% 52

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avitas Wealth Management's MS Position: Q4 2024 in Review

Avitas Wealth Management increased its Morgan Stanley (MS) stake by 0.71% in Q4 2024, buying an estimated $68.6K and bringing the position to 79,237 shares worth $9.96M. The position accounts for 1.38% of the portfolio, ranked #15.

Avitas Wealth Management first reported a position in MS in Q4 2018 and has held it in 25 quarters since. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Avitas Wealth Management held 79,237 shares of Morgan Stanley worth $9.96M as of Q4 2024.
  • Avitas Wealth Management bought 557 Morgan Stanley shares in Q4 2024, an estimated $68.6K.
  • Morgan Stanley made up 1.38% of Avitas Wealth Management's portfolio in Q4 2024, its #15 holding.
  • Avitas Wealth Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 25 quarters since.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.