CAAS Capital Management’s Morgan Stanley MS Stock Holding History

CAAS Capital Management’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	$2.83M	Buy	24,235 +18,385	+314%	+$2.37M	0.3%	75
2024 Q4	$735K	Buy	+5,850	New	+$720K	0.13%	131
2023 Q4	–	Sell	-54,554	Closed	-$4.36M	–	648
2023 Q3	$4.46M	Buy	+54,554	New	+$4.74M	0.29%	101
2023 Q2	–	Sell	-43,994	Closed	-$3.76M	–	786
2023 Q1	$3.86M	Buy	43,994 +21,294	+94%	+$1.99M	0.21%	119
2022 Q4	$1.93M	Buy	+22,700	New	+$1.93M	0.12%	199
2022 Q3	–	Sell	-22,157	Closed	-$1.69M	–	943
2022 Q2	$1.69M	Buy	+22,157	New	+$1.81M	0.08%	264
2022 Q1	–	Sell	-6,150	Closed	-$593K	–	842
2021 Q4	$604K	Sell	6,150 -59,580	-91%	-$5.93M	0.01%	514
2021 Q3	$6.4M	Buy	+65,730	New	+$6.51M	0.13%	166

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAAS Capital Management's MS Position: Q1 2025 in Review

CAAS Capital Management increased its Morgan Stanley (MS) stake by 314% in Q1 2025, buying an estimated $2.37M and bringing the position to 24,235 shares worth $2.83M. The position accounts for 0.3% of the portfolio, ranked #75.

CAAS Capital Management first reported a position in MS in Q3 2021 and has held it in 8 quarters since. The position peaked at $6.4M in Q3 2021. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

CAAS Capital Management held 24,235 shares of Morgan Stanley worth $2.83M as of Q1 2025.
CAAS Capital Management bought 18,385 Morgan Stanley shares in Q1 2025, an estimated $2.37M.
Morgan Stanley made up 0.3% of CAAS Capital Management's portfolio in Q1 2025, its #75 holding.
CAAS Capital Management first reported a position in Morgan Stanley in Q3 2021 and has held it in 8 quarters since.
CAAS Capital Management's Morgan Stanley position peaked at $6.4M in Q3 2021.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on CAAS Capital Management's 13F filing for Q1 2025, filed 1 May 2025.