Cassady Schiller Wealth Management’s Morgan Stanley MS Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$7.42K	Buy	+59	New	+$7.27K	﹤0.01%	370
2024 Q2	–	Sell	-38	Closed	-$3.58K	–	482
2024 Q1	$3.58K	Hold	38	–	–	﹤0.01%	389
2023 Q4	$3.54K	Hold	38	–	–	﹤0.01%	374
2023 Q3	$3.1K	Buy	+38	New	+$3.3K	﹤0.01%	395
2022 Q1	–	Sell	-33	Closed	-$3K	–	410
2021 Q4	$3K	Buy	+33	New	+$3.29K	﹤0.01%	379

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cassady Schiller Wealth Management's MS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Morgan Stanley (MS) in Q4 2024: 59 shares worth $7.42K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MS as recently as Q1 2024.

Cassady Schiller Wealth Management first reported a position in MS in Q4 2021 and has held it in 5 quarters since. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

Cassady Schiller Wealth Management held 59 shares of Morgan Stanley worth $7.42K as of Q4 2024.
Morgan Stanley was a new Cassady Schiller Wealth Management position in Q4 2024.
Morgan Stanley made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #370 holding.
Cassady Schiller Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 5 quarters since.
2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.