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Bordeaux Wealth Advisors’s Morgan Stanley MS Stock Holding History

Bordeaux Wealth 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
Q2 		– Sell
-2,014
Closed -$235K – 168
2025
Q1 		$235K Sell
2,014
-105
-5% -$13.5K 0.04% 140
2024
Q4 		$266K Sell
2,119
-378
-15% -$46.6K 0.04% 128
2024
Q3 		$260K Buy
+2,497
New +$251K 0.05% 135

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

Bordeaux Wealth Advisors's MS Position: Q2 2025 in Review

Bordeaux Wealth Advisors sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 2,014 shares — an estimated $235K sold.

Bordeaux Wealth Advisors first reported a position in MS in Q3 2024 and held it in 3 quarters. The position peaked at $266K in Q4 2024. 2,205 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Bordeaux Wealth Advisors reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 2,014 Morgan Stanley shares in Q2 2025, an estimated $235K.
  • Bordeaux Wealth Advisors first reported a position in Morgan Stanley in Q3 2024 and held it in 3 quarters.
  • Bordeaux Wealth Advisors's Morgan Stanley position peaked at $266K in Q4 2024.
  • 2,205 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.