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Carolinas Wealth Consulting’s Morgan Stanley MS Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-1,067
Closed -$124K – 596
2025
Q1 		$124K Buy
1,067
+9
+0.9% +$1.16K 0.03% 219
2024
Q4 		$133K Sell
1,058
-10
-0.9% -$1.23K 0.03% 218
2024
Q3 		$111K Buy
1,068
+27
+3% +$2.72K 0.02% 242
2024
Q2 		$101K Buy
1,041
+2
+0.2% +$190 0.02% 255
2024
Q1 		$97.9K Sell
1,039
-5
-0.5% -$440 0.02% 258
2023
Q4 		$97.3K Buy
1,044
+35
+3% +$2.8K 0.02% 236
2023
Q3 		$71.4K Sell
1,009
-181
-15% -$15.7K 0.02% 267
2023
Q2 		$102K Sell
1,190
-51
-4% -$4.36K 0.02% 257
2023
Q1 		$109K Buy
1,241
+111
+10% +$10.4K 0.02% 257
2022
Q4 		$96.1K Buy
1,130
+413
+58% +$35.2K 0.02% 270
2022
Q3 		$57K Buy
717
+131
+22% +$11K 0.01% 309
2022
Q2 		$45K Hold
586
– – 0.01% 345
2022
Q1 		$51K Hold
586
– – 0.01% 350
2021
Q4 		$58K Hold
586
– – 0.01% 343
2021
Q3 		$57K Sell
586
-789
-57% -$78.2K 0.01% 325
2021
Q2 		$126K Sell
1,375
-366
-21% -$31.4K 0.03% 232
2021
Q1 		$135K Buy
1,741
+169
+11% +$13K 0.03% 219
2020
Q4 		$108K Buy
1,572
+727
+86% +$41.7K 0.03% 223
2020
Q3 		$41K Buy
845
+654
+342% +$32.9K 0.01% 303
2020
Q2 		$9K Buy
+191
New +$8.02K ﹤0.01% 354

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carolinas Wealth Consulting's MS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 1,067 shares — an estimated $124K sold.

Carolinas Wealth Consulting first reported a position in MS in Q2 2020 and held it in 20 quarters. The position peaked at $135K in Q1 2021. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,067 Morgan Stanley shares in Q2 2025, an estimated $124K.
  • Carolinas Wealth Consulting first reported a position in Morgan Stanley in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Morgan Stanley position peaked at $135K in Q1 2021.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.