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Binnacle Investments’s Morgan Stanley MS Stock Holding History

Binnacle Investments’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 		$349K Buy
2,193
+130
+6% +$19.2K 0.21% 45
2025
Q2 		$291K Buy
2,063
+142
+7% +$17.4K 0.19% 43
2025
Q1 		$224K Buy
+1,921
New +$248K 0.16% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Binnacle Investments's MS Position: Q3 2025 in Review

Binnacle Investments increased its Morgan Stanley (MS) stake by 6.3% in Q3 2025, buying an estimated $19.2K and bringing the position to 2,193 shares worth $349K. The position accounts for 0.21% of the portfolio, ranked #45.

Binnacle Investments first reported a position in MS in Q1 2025 and has held it in 3 quarters since. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Binnacle Investments held 2,193 shares of Morgan Stanley worth $349K as of Q3 2025.
  • Binnacle Investments bought 130 Morgan Stanley shares in Q3 2025, an estimated $19.2K.
  • Morgan Stanley made up 0.21% of Binnacle Investments's portfolio in Q3 2025, its #45 holding.
  • Binnacle Investments first reported a position in Morgan Stanley in Q1 2025 and has held it in 3 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.