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AXS Investments’s Morgan Stanley MS Stock Holding History

AXS Investments’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
2026
Q1 		$171K Sell
1,038
-63
-6% -$10.9K 0.07% 122
2025
Q4 		$195K Sell
1,101
-99
-8% -$16.5K 0.07% 132
2025
Q3 		$191K Buy
+1,200
New +$177K 0.06% 132
2024
Q2 		– Sell
-2,211
Closed -$208K – 277
2024
Q1 		$208K Buy
2,211
+143
+7% +$12.6K 0.05% 284
2023
Q4 		$193K Sell
2,068
-236
-10% -$18.9K 0.05% 289
2023
Q3 		$188K Sell
2,304
-1,376
-37% -$119K 0.05% 266
2023
Q2 		$314K Buy
3,680
+234
+7% +$20K 0.08% 237
2023
Q1 		$303K Sell
3,446
-422
-11% -$39.4K 0.1% 197
2022
Q4 		$329K Sell
3,868
-1,170
-23% -$99.7K 0.12% 183
2022
Q3 		$398K Sell
5,038
-902
-15% -$76K 0.15% 174
2022
Q2 		$452K Buy
5,940
+1,522
+34% +$125K 0.16% 177
2022
Q1 		$386K Buy
4,418
+945
+27% +$91.2K 0.15% 102
2021
Q4 		$341K Sell
3,473
-20,065
-85% -$2M 0.08% 131
2021
Q3 		$2.29M Buy
+23,538
New +$2.33M 0.86% 22

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return