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Breed's Hill Capital’s Morgan Stanley MS Stock Holding History

Breed's Hill Capital’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 		$735K Buy
5,217
+21
+0.4% +$2.58K 0.35% 44
2025
Q1 		$606K Sell
5,196
-43
-0.8% -$5.54K 0.33% 47
2024
Q4 		$659K Buy
5,239
+3,199
+157% +$394K 0.34% 44
2024
Q3 		$213K Sell
2,040
-19
-0.9% -$1.91K 0.17% 96
2024
Q2 		$200K Buy
+2,059
New +$196K 0.18% 92

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Breed's Hill Capital's MS Position: Q2 2025 in Review

Breed's Hill Capital increased its Morgan Stanley (MS) stake by 0.4% in Q2 2025, buying an estimated $2.58K and bringing the position to 5,217 shares worth $735K. The position accounts for 0.35% of the portfolio, ranked #44.

Breed's Hill Capital first reported a position in MS in Q2 2024 and has held it in 5 quarters since. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Breed's Hill Capital held 5,217 shares of Morgan Stanley worth $735K as of Q2 2025.
  • Breed's Hill Capital bought 21 Morgan Stanley shares in Q2 2025, an estimated $2.58K.
  • Morgan Stanley made up 0.35% of Breed's Hill Capital's portfolio in Q2 2025, its #44 holding.
  • Breed's Hill Capital first reported a position in Morgan Stanley in Q2 2024 and has held it in 5 quarters since.
  • 2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Breed's Hill Capital's 13F filing for Q2 2025, filed 8 Aug 2025.