Bouvel Investment Partners’s Morgan Stanley MS Stock Holding History

Bouvel Investment Partners’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	-25,924	Closed	-$2.7M	–	86
2025 Q1	$2.7M	Sell	25,924 -687	-3%	-$88.5K	1.02%	45
2024 Q4	$3.35M	Buy	26,611 +687	+3%	+$84.6K	1.21%	33
2024 Q3	$2.7M	Buy	25,924 +153	+0.6%	+$15.4K	1.02%	45
2024 Q2	$2.5M	Sell	25,771 -102	-0.4%	-$9.71K	0.97%	45
2024 Q1	$2.44M	Buy	25,873 +475	+2%	+$41.8K	1.05%	44
2023 Q4	$2.37M	Buy	25,398 +11	+0%	+$880	1.11%	41
2023 Q3	$2.07M	Buy	25,387 +336	+1%	+$29.2K	1.12%	40
2023 Q2	$2.14M	Buy	+25,051	New	+$2.14M	1.17%	41
2021 Q1	–	Sell	-116	Closed	-$8K	–	76
2020 Q4	$8K	Buy	+116	New	+$6.66K	0.01%	68

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bouvel Investment Partners's MS Position: Q2 2025 in Review

Bouvel Investment Partners sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 25,924 shares — an estimated $2.7M sold.

Bouvel Investment Partners first reported a position in MS in Q4 2020 and held it in 9 quarters. The position peaked at $3.35M in Q4 2024. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Bouvel Investment Partners reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Bouvel Investment Partners sold 25,924 Morgan Stanley shares in Q2 2025, an estimated $2.7M.
Bouvel Investment Partners first reported a position in Morgan Stanley in Q4 2020 and held it in 9 quarters.
Bouvel Investment Partners's Morgan Stanley position peaked at $3.35M in Q4 2024.
2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Bouvel Investment Partners's 13F filing for Q2 2025, filed 11 Jul 2025.