Center for Financial Planning’s Morgan Stanley MS Stock Holding History

Center for Financial Planning’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	-150	Closed	-$17.5K	–	694
2025 Q1	$17.5K	Hold	150	–	–	﹤0.01%	406
2024 Q4	$18.9K	Hold	150	–	–	﹤0.01%	354
2024 Q3	$15.6K	Hold	150	–	–	﹤0.01%	355
2024 Q2	$14.6K	Sell	150 -163	-52%	-$15.5K	﹤0.01%	348
2024 Q1	$29.5K	Buy	313 +163	+109%	+$14.4K	﹤0.01%	293
2023 Q4	$14K	Sell	150 -50	-25%	-$4K	﹤0.01%	329
2023 Q3	$16.3K	Hold	200	–	–	﹤0.01%	312
2023 Q2	$17.1K	Buy	+200	New	+$17.1K	﹤0.01%	328
2022 Q3	–	Sell	-21	Closed	-$2K	–	666
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	474
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	477
2021 Q4	$2K	Buy	+21	New	+$2.09K	﹤0.01%	486

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Center for Financial Planning's MS Position: Q2 2025 in Review

Center for Financial Planning sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 150 shares — an estimated $17.5K sold.

Center for Financial Planning first reported a position in MS in Q4 2021 and held it in 11 quarters. The position peaked at $29.5K in Q1 2024. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Center for Financial Planning reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 150 Morgan Stanley shares in Q2 2025, an estimated $17.5K.
Center for Financial Planning first reported a position in Morgan Stanley in Q4 2021 and held it in 11 quarters.
Center for Financial Planning's Morgan Stanley position peaked at $29.5K in Q1 2024.
2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.