CenterStar Asset Management’s Morgan Stanley MS Stock Holding History

CenterStar Asset 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
2025 Q3	–	Sell	-2,184	Closed	-$322K	–	337
2025 Q2	$308K	Sell	2,184 -4,370	-67%	-$537K	0.07%	159
2025 Q1	$766K	Buy	+6,554	New	+$844K	0.18%	138
2024 Q2	–	Sell	-2,496	Closed	-$235K	–	314
2024 Q1	$235K	Buy	+2,496	New	+$220K	0.07%	224
2023 Q3	–	Sell	-6,664	Closed	-$579K	–	414
2023 Q2	$570K	Buy	+6,664	New	+$570K	0.06%	189
2022 Q2	–	Hold	0	–	–	–	115
2022 Q1	–	Hold	0	–	–	–	38
2021 Q4	–	Hold	0	–	–	–	471
2021 Q3	–	Hold	0	–	–	–	653
2020 Q4	–	Hold	0	–	–	–	341
2020 Q2	–	Hold	0	–	–	–	318
2020 Q1	–	Hold	0	–	–	–	144
2019 Q1	–	Hold	0	–	–	–	41
2018 Q4	–	Hold	0	–	–	–	259
2018 Q3	–	Hold	0	–	–	–	49
2018 Q2	–	Hold	0	–	–	–	457
2018 Q1	–	Hold	0	–	–	–	119
2017 Q4	–	Hold	0	–	–	–	591

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CenterStar Asset Management's MS Position: Q3 2025 in Review

CenterStar Asset Management sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 2,184 shares — an estimated $322K sold.

CenterStar Asset Management first reported a position in MS in Q2 2023 and held it in 4 quarters. The position peaked at $766K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

CenterStar Asset Management reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
CenterStar Asset Management sold 2,184 Morgan Stanley shares in Q3 2025, an estimated $322K.
CenterStar Asset Management first reported a position in Morgan Stanley in Q2 2023 and held it in 4 quarters.
CenterStar Asset Management's Morgan Stanley position peaked at $766K in Q1 2025.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on CenterStar Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.