BFS
MS icon

Bard Financial Services’s Morgan Stanley MS Stock Holding History

Bard Financial Services’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
Q3 		$1.94M Hold
12,180
– – 0.21% 89
2025
Q2 		$1.72M Hold
12,180
– – 0.2% 92
2025
Q1 		$1.42M Hold
12,180
– – 0.17% 98
2024
Q4 		$1.53M Sell
12,180
-250
-2% -$30.8K 0.18% 97
2024
Q3 		$1.3M Sell
12,430
-1,875
-13% -$189K 0.15% 103
2024
Q2 		$1.39M Hold
14,305
– – 0.14% 102
2024
Q1 		$1.35M Buy
14,305
+55
+0.4% +$4.84K 0.14% 102
2023
Q4 		$1.33M Buy
14,250
+1,155
+9% +$92.4K 0.15% 104
2023
Q3 		$1.07M Buy
13,095
+475
+4% +$41.2K 0.13% 109
2023
Q2 		$1.08M Buy
12,620
+125
+1% +$10.7K 0.08% 166
2023
Q1 		$1.1M Hold
12,495
– – 0.09% 165
2022
Q4 		$1.06M Hold
12,495
– – 0.09% 159
2022
Q3 		$987K Buy
12,495
+1,125
+10% +$94.8K 0.09% 155
2022
Q2 		$864K Buy
11,370
+2,375
+26% +$195K 0.08% 163
2022
Q1 		$786K Buy
8,995
+1,675
+23% +$162K 0.06% 164
2021
Q4 		$719K Buy
7,320
+875
+14% +$87.2K 0.06% 172
2021
Q3 		$627K Buy
6,445
+400
+7% +$39.6K 0.06% 169
2021
Q2 		$554K Buy
6,045
+1,700
+39% +$146K 0.05% 179
2021
Q1 		$337K Buy
+4,345
New +$333K 0.03% 207

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bard Financial Services's MS Position: Q3 2025 in Review

Bard Financial Services held its Morgan Stanley (MS) position steady in Q3 2025 at 12,180 shares worth $1.94M. The position accounts for 0.21% of the portfolio, ranked #89.

Bard Financial Services first reported a position in MS in Q1 2021 and has held it in 19 quarters since. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Bard Financial Services held 12,180 shares of Morgan Stanley worth $1.94M as of Q3 2025.
  • Bard Financial Services left its Morgan Stanley share count unchanged in Q3 2025.
  • Morgan Stanley made up 0.21% of Bard Financial Services's portfolio in Q3 2025, its #89 holding.
  • Bard Financial Services first reported a position in Morgan Stanley in Q1 2021 and has held it in 19 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.