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Bison Wealth’s Morgan Stanley MS Stock Holding History

Bison Wealth’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
2024
Q4 		$1.22M Sell
9,692
-4,382
-31% -$540K 0.27% 77
2024
Q3 		$1.47M Sell
14,074
-5,400
-28% -$544K 0.23% 103
2024
Q2 		$1.83M Hold
19,474
– – 0.3% 82
2024
Q1 		$1.83M Buy
19,474
+165
+0.9% +$14.5K 0.3% 82
2023
Q4 		$1.8M Buy
19,309
+63
+0.3% +$5.04K 0.32% 80
2023
Q3 		$1.57M Buy
19,246
+1,229
+7% +$107K 0.31% 88
2023
Q2 		$1.54M Sell
18,017
-6,000
-25% -$513K 0.29% 92
2023
Q1 		$1.98M Buy
24,017
+1,271
+6% +$119K 0.62% 47
2022
Q4 		$2.18M Sell
22,746
-7,292
-24% -$621K 0.7% 36
2022
Q3 		$2.37M Buy
30,038
+23,029
+329% +$1.94M 0.93% 21
2022
Q2 		$533K Buy
7,009
+741
+12% +$60.7K 0.31% 83
2022
Q1 		$548K Buy
6,268
+1,351
+27% +$130K 0.28% 94
2021
Q4 		$483K Sell
4,917
-647
-12% -$64.5K 0.28% 93
2021
Q3 		$541K Sell
5,564
-124
-2% -$12.3K 0.25% 99
2021
Q2 		$522K Sell
5,688
-3,045
-35% -$261K 0.23% 114
2021
Q1 		$678K Buy
8,733
+2,412
+38% +$185K 0.29% 79
2020
Q4 		$433K Buy
+6,321
New +$363K 0.2% 126
2018
Q4 		– Sell
-4,615
Closed -$215K – 226
2018
Q3 		$215K Buy
+4,615
New +$225K 0.14% 199
2016
Q2 		– Sell
-22,641
Closed -$566K – 199
2016
Q1 		$566K Buy
+22,641
New +$578K 0.36% 86
2015
Q2 		– Sell
-8,535
Closed -$305K – 259
2015
Q1 		$305K Sell
8,535
-557
-6% -$20K 0.19% 157
2014
Q4 		$353K Buy
+9,092
New +$323K 0.27% 116

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bison Wealth's MS Position: Q4 2024 in Review

Bison Wealth reduced its Morgan Stanley (MS) stake by 31% in Q4 2024, selling an estimated $540K and leaving 9,692 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #77.

Bison Wealth first reported a position in MS in Q4 2014 and has held it in 21 quarters since. The position peaked at $2.37M in Q3 2022. 2,113 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Bison Wealth held 9,692 shares of Morgan Stanley worth $1.22M as of Q4 2024.
  • Bison Wealth sold 4,382 Morgan Stanley shares in Q4 2024, an estimated $540K.
  • Morgan Stanley made up 0.27% of Bison Wealth's portfolio in Q4 2024, its #77 holding.
  • Bison Wealth first reported a position in Morgan Stanley in Q4 2014 and has held it in 21 quarters since.
  • Bison Wealth's Morgan Stanley position peaked at $2.37M in Q3 2022.
  • 2,113 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.