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ClearAlpha Technologies’s Morgan Stanley MS Stock Holding History

ClearAlpha Technologies’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 		– Sell
-2,337
Closed -$371K – 81
2025
Q3 		$371K Buy
+2,337
New +$345K 1.02% 37
2024
Q3 		– Sell
-3,231
Closed -$314K – 275
2024
Q2 		$314K Buy
+3,231
New +$308K 0.1% 185

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearAlpha Technologies's MS Position: Q4 2025 in Review

ClearAlpha Technologies sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 2,337 shares — an estimated $371K sold.

ClearAlpha Technologies first reported a position in MS in Q2 2024 and held it in 2 quarters. The position peaked at $371K in Q3 2025. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • ClearAlpha Technologies reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • ClearAlpha Technologies sold 2,337 Morgan Stanley shares in Q4 2025, an estimated $371K.
  • ClearAlpha Technologies first reported a position in Morgan Stanley in Q2 2024 and held it in 2 quarters.
  • ClearAlpha Technologies's Morgan Stanley position peaked at $371K in Q3 2025.
  • 2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on ClearAlpha Technologies's 13F filing for Q4 2025, filed 17 Feb 2026.