Burt Wealth Advisors’s Morgan Stanley MS Stock Holding History

Burt 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 Q3	$239K	Hold	1,505	–	–	0.06%	110
2025 Q2	$212K	Buy	+1,505	New	+$185K	0.05%	114
2021 Q1	–	Sell	-884	Closed	-$61K	–	258
2020 Q4	$61K	Hold	884	–	–	0.02%	166
2020 Q3	$43K	Hold	884	–	–	0.02%	187
2020 Q2	$43K	Hold	884	–	–	0.02%	185
2020 Q1	$30K	Hold	884	–	–	0.01%	199
2019 Q4	$45K	Hold	884	–	–	0.02%	178
2019 Q3	$38K	Hold	884	–	–	0.02%	190
2019 Q2	$39K	Hold	884	–	–	0.02%	185
2019 Q1	$37K	Hold	884	–	–	0.02%	194
2018 Q4	$35K	Hold	884	–	–	0.02%	192
2018 Q3	$41K	Hold	884	–	–	0.02%	194
2018 Q2	$42K	Hold	884	–	–	0.02%	188
2018 Q1	$48K	Hold	884	–	–	0.02%	184
2017 Q4	$46K	Hold	884	–	–	0.03%	189
2017 Q3	$43K	Hold	884	–	–	0.03%	185
2017 Q2	$39K	Hold	884	–	–	0.03%	209
2017 Q1	$38K	Hold	884	–	–	0.03%	188
2016 Q4	$37K	Hold	884	–	–	0.03%	188
2016 Q3	$28K	Hold	884	–	–	0.03%	195
2016 Q2	$22K	Hold	884	–	–	0.02%	210
2016 Q1	$22K	Hold	884	–	–	0.02%	239
2015 Q4	$28K	Hold	884	–	–	0.02%	178
2015 Q3	$27K	Hold	884	–	–	0.03%	162
2015 Q2	$34K	Hold	884	–	–	0.04%	165
2015 Q1	$36K	Hold	884	–	–	0.04%	156
2014 Q4	$34K	Buy	+884	New	+$31.4K	0.04%	157

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Burt Wealth Advisors's MS Position: Q3 2025 in Review

Burt Wealth Advisors held its Morgan Stanley (MS) position steady in Q3 2025 at 1,505 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #110.

Burt Wealth Advisors first reported a position in MS in Q4 2014 and has held it in 27 quarters since. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Burt Wealth Advisors held 1,505 shares of Morgan Stanley worth $239K as of Q3 2025.
Burt Wealth Advisors left its Morgan Stanley share count unchanged in Q3 2025.
Morgan Stanley made up 0.06% of Burt Wealth Advisors's portfolio in Q3 2025, its #110 holding.
Burt Wealth Advisors first reported a position in Morgan Stanley in Q4 2014 and has held it in 27 quarters since.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.