BSA
MS icon

Braun Stacey Associates’s Morgan Stanley MS Stock Holding History

Braun Stacey Associates’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
Q1 		– Sell
-35,419
Closed -$4.45M – 122
2024
Q4 		$4.45M Sell
35,419
-1,655
-4% -$204K 0.17% 90
2024
Q3 		$3.86M Sell
37,074
-2,783
-7% -$280K 0.15% 94
2024
Q2 		$3.87M Sell
39,857
-16,231
-29% -$1.55M 0.15% 89
2024
Q1 		$5.28M Sell
56,088
-192,278
-77% -$16.9M 0.21% 88
2023
Q4 		$23.2M Buy
248,366
+27,112
+12% +$2.17M 1.04% 35
2023
Q3 		$18.1M Buy
221,254
+20,702
+10% +$1.8M 0.88% 48
2023
Q2 		$17.1M Sell
200,552
-102,220
-34% -$8.74M 0.8% 58
2023
Q1 		$26.6M Buy
302,772
+238,216
+369% +$22.2M 0.7% 72
2022
Q4 		$5.49M Buy
64,556
+470
+0.7% +$40.1K 0.31% 96
2022
Q3 		$5.06M Buy
64,086
+13,160
+26% +$1.11M 0.31% 93
2022
Q2 		$3.87M Sell
50,926
-244,655
-83% -$20M 0.22% 105
2022
Q1 		$25.8M Sell
295,581
-31,930
-10% -$3.08M 1.07% 20
2021
Q4 		$32.1M Buy
327,511
+22,885
+8% +$2.28M 1.17% 19
2021
Q3 		$29.6M Sell
304,626
-14,210
-4% -$1.41M 1.19% 17
2021
Q2 		$29.2M Sell
318,836
-2,660
-0.8% -$228K 1.14% 17
2021
Q1 		$25M Buy
321,496
+7,410
+2% +$568K 1.05% 24
2020
Q4 		$21.5M Buy
314,086
+88,128
+39% +$5.06M 0.97% 29
2020
Q3 		$10.9M Buy
+225,958
New +$11.4M 0.58% 85
2018
Q4 		– Sell
-5,275
Closed -$246K – 126
2018
Q3 		$246K Sell
5,275
-250
-5% -$12.2K 0.02% 120
2018
Q2 		$262K Sell
5,525
-75
-1% -$3.92K 0.02% 117
2018
Q1 		$302K Hold
5,600
– – 0.02% 123
2017
Q4 		$294K Buy
+5,600
New +$283K 0.02% 127

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Braun Stacey Associates's MS Position: Q1 2025 in Review

Braun Stacey Associates sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 35,419 shares — an estimated $4.45M sold.

Braun Stacey Associates first reported a position in MS in Q4 2017 and held it in 22 quarters. The position peaked at $32.1M in Q4 2021. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Braun Stacey Associates reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Braun Stacey Associates sold 35,419 Morgan Stanley shares in Q1 2025, an estimated $4.45M.
  • Braun Stacey Associates first reported a position in Morgan Stanley in Q4 2017 and held it in 22 quarters.
  • Braun Stacey Associates's Morgan Stanley position peaked at $32.1M in Q4 2021.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Braun Stacey Associates's 13F filing for Q1 2025, filed 29 Apr 2025.