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Camarda Financial Advisors’s Morgan Stanley MS Stock Holding History

Camarda Financial 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
Q1 		– Sell
-12,410
Closed -$1.56M – 114
2024
Q4 		$1.56M Buy
12,410
+666
+6% +$82K 0.59% 52
2024
Q3 		$1.22M Buy
+11,744
New +$1.18M 0.46% 57
2015
Q3 		– Sell
-1,473
Closed -$57K – 195
2015
Q2 		$57K Buy
+1,473
New +$56.1K 0.03% 133

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Camarda Financial Advisors's MS Position: Q1 2025 in Review

Camarda Financial Advisors sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 12,410 shares — an estimated $1.56M sold.

Camarda Financial Advisors first reported a position in MS in Q2 2015 and held it in 3 quarters. The position peaked at $1.56M in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Camarda Financial Advisors reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Camarda Financial Advisors sold 12,410 Morgan Stanley shares in Q1 2025, an estimated $1.56M.
  • Camarda Financial Advisors first reported a position in Morgan Stanley in Q2 2015 and held it in 3 quarters.
  • Camarda Financial Advisors's Morgan Stanley position peaked at $1.56M in Q4 2024.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Camarda Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.