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Bernard Wealth Management’s Morgan Stanley MS Stock Holding History

Bernard Wealth Management’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
Q2 		– Sell
-36
Closed -$4.2K – 364
2025
Q1 		$4.2K Buy
+36
New +$4.64K ﹤0.01% 265

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bernard Wealth Management's MS Position: Q2 2025 in Review

Bernard Wealth Management sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 36 shares — an estimated $4.2K sold.

Bernard Wealth Management first reported a position in MS in Q1 2025 and held it in 1 quarter. The position peaked at $4.2K in Q1 2025. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Bernard Wealth Management reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 36 Morgan Stanley shares in Q2 2025, an estimated $4.2K.
  • Bernard Wealth Management first reported a position in Morgan Stanley in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Morgan Stanley position peaked at $4.2K in Q1 2025.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.