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%	147
2025 Q4	–	Sell	-1,600	Closed	-$254K	–	356
2025 Q3	$254K	Sell	1,600 -25,200	-94%	-$3.72M	0.05%	244
2025 Q2	$3.78M	Buy	26,800 +1,800	+7%	+$221K	0.9%	23
2025 Q1	$2.92M	Buy	+25,000	New	+$3.22M	0.69%	34
2024 Q2	–	Sell	-32,200	Closed	-$3.03M	–	315
2024 Q1	$3.03M	Buy	+32,200	New	+$2.84M	0.93%	22
2023 Q4	–	Sell	-4,400	Closed	-$359K	–	387
2023 Q3	$359K	Buy	+4,400	New	+$382K	0.07%	239
2022 Q4	–	Hold	0	–	-$451K	–	347
2022 Q3	–	Hold	0	–	–	–	185
2022 Q2	–	Hold	0	–	–	–	41
2022 Q1	–	Hold	0	–	–	–	5
2021 Q4	–	Hold	0	–	-$592K	–	777
2021 Q3	–	Hold	0	–	–	–	336
2021 Q1	–	Hold	0	–	-$4.93M	–	787
2020 Q4	–	Hold	0	–	–	–	65
2020 Q3	–	Hold	0	–	-$2.14M	–	706
2020 Q2	–	Hold	0	–	–	–	132
2020 Q1	–	Hold	0	–	–	–	219
2019 Q1	–	Hold	0	–	-$57K	–	485
2018 Q4	–	Hold	0	–	–	–	187
2018 Q3	–	Hold	0	–	–	–	220
2018 Q2	–	Hold	0	–	–	–	423
2018 Q1	–	Hold	0	–	–	–	303
2017 Q4	–	Hold	0	–	–	–	796

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.