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Callan Capital’s Morgan Stanley MS Stock Holding History

Callan 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
Q1 		$361K Buy
3,094
+894
+41% +$115K 0.03% 254
2024
Q4 		$277K Sell
2,200
-1,005
-31% -$124K 0.02% 267
2024
Q3 		$334K Buy
3,205
+857
+36% +$86.3K 0.02% 248
2024
Q2 		$228K Buy
+2,348
New +$224K 0.02% 283

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

Callan Capital's MS Position: Q1 2025 in Review

Callan Capital increased its Morgan Stanley (MS) stake by 41% in Q1 2025, buying an estimated $115K and bringing the position to 3,094 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #254.

Callan Capital first reported a position in MS in Q2 2024 and has held it in 4 quarters since. 2,103 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Callan Capital held 3,094 shares of Morgan Stanley worth $361K as of Q1 2025.
  • Callan Capital bought 894 Morgan Stanley shares in Q1 2025, an estimated $115K.
  • Morgan Stanley made up 0.03% of Callan Capital's portfolio in Q1 2025, its #254 holding.
  • Callan Capital first reported a position in Morgan Stanley in Q2 2024 and has held it in 4 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.