Beacon Capital Management LLC (Tennessee)’s Morgan Stanley MS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-273	Closed	-$38.4K	–	682
2025 Q2	$38.4K	Buy	273 +90	+49%	+$11.1K	0.01%	389
2025 Q1	$21.4K	Buy	183 +17	+10%	+$2.19K	﹤0.01%	470
2024 Q4	$20.9K	Sell	166 -125	-43%	-$15.4K	﹤0.01%	465
2024 Q3	$30.3K	Buy	291 +222	+322%	+$22.4K	﹤0.01%	413
2024 Q2	$6.67K	Sell	69 -387	-85%	-$36.8K	﹤0.01%	653
2024 Q1	$42.9K	Buy	456 +68	+18%	+$5.99K	0.01%	317
2023 Q4	$31.7K	Buy	388 +4	+1%	+$320	0.01%	306
2023 Q3	$32.8K	Hold	384	–	–	0.01%	320
2023 Q2	$32.8K	Buy	384 +376	+4,700%	+$32.2K	0.01%	320
2023 Q1	$702	Hold	8	–	–	﹤0.01%	867
2022 Q4	$680	Sell	8 -235	-97%	-$20K	﹤0.01%	914
2022 Q3	$19K	Hold	243	–	–	0.01%	357
2022 Q2	$22K	Hold	243	–	–	0.01%	371
2022 Q1	$22K	Buy	+243	New	+$23.4K	0.01%	371

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee)'s MS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 273 shares — an estimated $38.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MS in Q1 2022 and held it in 14 quarters. The position peaked at $42.9K in Q1 2024. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 273 Morgan Stanley shares in Q3 2025, an estimated $38.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in Morgan Stanley in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Morgan Stanley position peaked at $42.9K in Q1 2024.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.