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Bellwether Advisors’s Morgan Stanley MS Stock Holding History

Bellwether 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
-43
Closed -$6.06K – 407
2025
Q2 		$6.06K Buy
+43
New +$5.28K ﹤0.01% 403
2022
Q4 		– Sell
-80
Closed -$6K – 521
2022
Q3 		$6K Buy
+80
New +$6.74K ﹤0.01% 310
2022
Q2 		– Sell
-5,437
Closed -$475K – 513
2022
Q1 		$475K Buy
5,437
+5,055
+1,323% +$488K 0.14% 106
2021
Q4 		$37K Buy
+382
New +$38.1K 0.01% 217

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

Bellwether Advisors's MS Position: Q3 2025 in Review

Bellwether Advisors sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 43 shares — an estimated $6.06K sold.

Bellwether Advisors first reported a position in MS in Q4 2021 and held it in 4 quarters. The position peaked at $475K in Q1 2022. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Bellwether Advisors reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 43 Morgan Stanley shares in Q3 2025, an estimated $6.06K.
  • Bellwether Advisors first reported a position in Morgan Stanley in Q4 2021 and held it in 4 quarters.
  • Bellwether Advisors's Morgan Stanley position peaked at $475K in Q1 2022.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.