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Azora Capital LP’s Morgan Stanley MS Stock Holding History

Azora Capital LP’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 		– Sell
-205,630
Closed -$32.7M – 64
2025
Q3 		$32.7M Buy
+205,630
New +$30.4M 1.51% 25
2020
Q3 		– Sell
-1,084,699
Closed -$52.4M – 58
2020
Q2 		$52.4M Buy
1,084,699
+905,371
+505% +$38M 8.56% 3
2020
Q1 		$6.1M Buy
+179,328
New +$8.45M 2.36% 14
2019
Q4 		– Sell
-210,721
Closed -$8.99M – 49
2019
Q3 		$8.99M Buy
+210,721
New +$9.01M 1.99% 18
2019
Q2 		– Sell
-1,484,971
Closed -$62.7M – 41
2019
Q1 		$62.7M Buy
+1,484,971
New +$62.5M 10.25% 1

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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 $3.37T AUM 44.26% 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
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Azora Capital LP's MS Position: Q4 2025 in Review

Azora Capital LP sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 205,630 shares — an estimated $32.7M sold.

Azora Capital LP first reported a position in MS in Q1 2019 and held it in 5 quarters. The position peaked at $62.7M in Q1 2019. 2,527 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Azora Capital LP reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Azora Capital LP sold 205,630 Morgan Stanley shares in Q4 2025, an estimated $32.7M.
  • Azora Capital LP first reported a position in Morgan Stanley in Q1 2019 and held it in 5 quarters.
  • Azora Capital LP's Morgan Stanley position peaked at $62.7M in Q1 2019.
  • 2,527 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Azora Capital LP's 13F filing for Q4 2025, filed 17 Feb 2026.