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Blue Barn Wealth’s Morgan Stanley MS Stock Holding History

Blue Barn 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
2025
Q4 		– Sell
-1,568
Closed -$249K – 115
2025
Q3 		$249K Buy
1,568
+11
+0.7% +$1.62K 0.11% 130
2025
Q2 		$219K Buy
+1,557
New +$191K 0.1% 141

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Barn Wealth's MS Position: Q4 2025 in Review

Blue Barn Wealth sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 1,568 shares — an estimated $249K sold.

Blue Barn Wealth first reported a position in MS in Q2 2025 and held it in 2 quarters. The position peaked at $249K in Q3 2025. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Blue Barn Wealth reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 1,568 Morgan Stanley shares in Q4 2025, an estimated $249K.
  • Blue Barn Wealth first reported a position in Morgan Stanley in Q2 2025 and held it in 2 quarters.
  • Blue Barn Wealth's Morgan Stanley position peaked at $249K in Q3 2025.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.