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
2026 Q1	$1.23M	Buy	+7,500	New	+$1.3M	0.15%	146
2025 Q3	–	Sell	-13,400	Closed	-$1.89M	–	336
2025 Q2	$1.89M	Sell	13,400 -4,900	-27%	-$602K	0.45%	52
2025 Q1	$2.14M	Buy	+18,300	New	+$2.36M	0.51%	48
2024 Q2	–	Sell	-11,400	Closed	-$1.07M	–	313
2024 Q1	$1.07M	Buy	+11,400	New	+$1M	0.33%	64
2023 Q4	–	Sell	-15,400	Closed	-$1.26M	–	386
2023 Q3	$1.26M	Buy	+15,400	New	+$1.34M	0.26%	68
2022 Q4	–	Hold	0	–	-$528K	–	346
2022 Q3	–	Hold	0	–	–	–	171
2022 Q2	–	Hold	0	–	–	–	103
2022 Q1	–	Hold	0	–	–	–	17
2021 Q4	–	Hold	0	–	–	–	585
2021 Q1	–	Hold	0	–	-$446K	–	786
2020 Q4	–	Hold	0	–	–	–	381
2020 Q3	–	Hold	0	–	-$321K	–	705
2020 Q2	–	Hold	0	–	–	–	390
2020 Q1	–	Hold	0	–	–	–	731
2018 Q4	–	Hold	0	–	-$4K	–	693
2018 Q3	–	Hold	0	–	–	–	638
2018 Q2	–	Hold	0	–	–	–	422
2018 Q1	–	Hold	0	–	–	–	510
2017 Q4	–	Hold	0	–	–	–	890

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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. 2,259 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.
2,259 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.