Conquis Financial’s Morgan Stanley MS Stock Holding History

Conquis Financial’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 Q1	–	Sell	-79	Closed	-$9.93K	–	146
2024 Q4	$9.93K	Buy	+79	New	+$9.73K	0.01%	76

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Conquis Financial's MS Position: Q1 2025 in Review

Conquis Financial sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 79 shares — an estimated $9.93K sold.

Conquis Financial first reported a position in MS in Q4 2024 and held it in 1 quarter. The position peaked at $9.93K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Conquis Financial reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
Conquis Financial sold 79 Morgan Stanley shares in Q1 2025, an estimated $9.93K.
Conquis Financial first reported a position in Morgan Stanley in Q4 2024 and held it in 1 quarter.
Conquis Financial's Morgan Stanley position peaked at $9.93K in Q4 2024.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.