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Centricity Wealth Management’s Morgan Stanley MS Stock Holding History

Centricity 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
2025
Q2 		$12.1K Hold
86
– – 0.01% 305
2025
Q1 		$10K Hold
86
– – 0.01% 316
2024
Q4 		$10.8K Buy
+86
New +$10.6K 0.01% 318

Other funds holding MS

Mitsubishi UFJ Financial Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Centricity Wealth Management's MS Position: Q2 2025 in Review

Centricity Wealth Management held its Morgan Stanley (MS) position steady in Q2 2025 at 86 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #305.

Centricity Wealth Management first reported a position in MS in Q4 2024 and has held it in 3 quarters since. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Centricity Wealth Management held 86 shares of Morgan Stanley worth $12.1K as of Q2 2025.
  • Centricity Wealth Management left its Morgan Stanley share count unchanged in Q2 2025.
  • Morgan Stanley made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #305 holding.
  • Centricity Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 3 quarters since.
  • 2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.