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Clarius Group LLC’s Morgan Stanley MS Stock Holding History

Clarius Group LLC’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
Q4 		$838K Hold
4,719
– – 0.05% 143
2025
Q3 		$750K Sell
4,719
-7,130
-60% -$1.05M 0.04% 157
2025
Q2 		$1.67M Sell
11,849
-795
-6% -$97.6K 0.1% 96
2025
Q1 		$1.48M Sell
12,644
-106
-0.8% -$13.7K 0.09% 93
2024
Q4 		$1.6M Buy
12,750
+14
+0.1% +$1.72K 0.11% 84
2024
Q3 		$1.32M Sell
12,736
-145
-1% -$14.6K 0.09% 99
2024
Q2 		$1.25M Sell
12,881
-415
-3% -$39.5K 0.09% 99
2024
Q1 		$1.25M Sell
13,296
-2,085
-14% -$184K 0.09% 101
2023
Q4 		$1.43M Sell
15,381
-2,463
-14% -$197K 0.12% 93
2023
Q3 		$1.46M Sell
17,844
-3,481
-16% -$302K 0.14% 85
2023
Q2 		$1.82M Sell
21,325
-1,303
-6% -$111K 0.14% 79
2023
Q1 		$1.99M Sell
22,628
-31
-0.1% -$2.89K 0.17% 68
2022
Q4 		$1.93M Buy
22,659
+747
+3% +$63.7K 0.17% 78
2022
Q3 		$1.73M Buy
21,912
+569
+3% +$48K 0.17% 74
2022
Q2 		$3.83M Buy
21,343
+830
+4% +$68K 0.38% 34
2022
Q1 		$2.01M Hold
20,513
– – 0.16% 76
2021
Q4 		$2.01M Buy
20,513
+312
+2% +$31.1K 0.16% 76
2021
Q3 		$1.97M Buy
20,201
+324
+2% +$32.1K 0.18% 67
2021
Q2 		$1.82M Buy
19,877
+120
+0.6% +$10.3K 0.16% 76
2021
Q1 		$1.53M Buy
19,757
+3,626
+22% +$278K 0.15% 85
2020
Q4 		$1.1M Buy
16,131
+3,899
+32% +$224K 0.12% 90
2020
Q3 		$591K Buy
12,232
+265
+2% +$13.3K 0.08% 117
2020
Q2 		$578K Sell
11,967
-1,471
-11% -$61.8K 0.08% 120
2020
Q1 		$457K Buy
13,438
+3,497
+35% +$165K 0.09% 119
2019
Q4 		$526K Buy
9,941
+810
+9% +$38.3K 0.08% 121
2019
Q3 		$390K Sell
9,131
-2,196
-19% -$93.9K 0.07% 151
2019
Q2 		$496K Buy
11,327
+2,027
+22% +$90.4K 0.1% 107
2019
Q1 		$392K Buy
+9,300
New +$391K 0.1% 112

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarius Group LLC's MS Position: Q4 2025 in Review

Clarius Group LLC held its Morgan Stanley (MS) position steady in Q4 2025 at 4,719 shares worth $838K. The position accounts for 0.05% of the portfolio, ranked #143.

Clarius Group LLC first reported a position in MS in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.83M in Q2 2022. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Clarius Group LLC held 4,719 shares of Morgan Stanley worth $838K as of Q4 2025.
  • Clarius Group LLC left its Morgan Stanley share count unchanged in Q4 2025.
  • Morgan Stanley made up 0.05% of Clarius Group LLC's portfolio in Q4 2025, its #143 holding.
  • Clarius Group LLC first reported a position in Morgan Stanley in Q1 2019 and has held it in 28 quarters since.
  • Clarius Group LLC's Morgan Stanley position peaked at $3.83M in Q2 2022.
  • 2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.