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Beacon Harbor Wealth Advisors’s Morgan Stanley MS Stock Holding History

Beacon Harbor Wealth Advisors’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
-52,972
Closed -$7.46M – 82
2025
Q2 		$7.46M Sell
52,972
-5,058
-9% -$621K 1.86% 17
2025
Q1 		$6.77M Sell
58,030
-9,756
-14% -$1.26M 1.57% 28
2024
Q4 		$8.52M Buy
67,786
+752
+1% +$92.6K 1.98% 12
2024
Q3 		$6.99M Buy
67,034
+915
+1% +$92.1K 1.66% 25
2024
Q2 		$6.43M Buy
+66,119
New +$6.29M 1.67% 23

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 $1.9T AUM 41.92% 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

Beacon Harbor Wealth Advisors's MS Position: Q3 2025 in Review

Beacon Harbor Wealth Advisors sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 52,972 shares — an estimated $7.46M sold.

Beacon Harbor Wealth Advisors first reported a position in MS in Q2 2024 and held it in 5 quarters. The position peaked at $8.52M in Q4 2024. 2,261 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 52,972 Morgan Stanley shares in Q3 2025, an estimated $7.46M.
  • Beacon Harbor Wealth Advisors first reported a position in Morgan Stanley in Q2 2024 and held it in 5 quarters.
  • Beacon Harbor Wealth Advisors's Morgan Stanley position peaked at $8.52M in Q4 2024.
  • 2,261 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.