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Consolidated Portfolio Review Corp’s Morgan Stanley MS Stock Holding History

Consolidated Portfolio Review Corp’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
-1,779
Closed -$283K – 263
2025
Q3 		$283K Sell
1,779
-350
-16% -$51.7K 0.04% 384
2025
Q2 		$300K Buy
2,129
+115
+6% +$14.1K 0.04% 354
2025
Q1 		$235K Buy
+2,014
New +$260K 0.04% 335

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 $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 1-Year Est. Return

Consolidated Portfolio Review Corp's MS Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 1,779 shares — an estimated $283K sold.

Consolidated Portfolio Review Corp first reported a position in MS in Q1 2025 and held it in 3 quarters. The position peaked at $300K in Q2 2025. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 1,779 Morgan Stanley shares in Q4 2025, an estimated $283K.
  • Consolidated Portfolio Review Corp first reported a position in Morgan Stanley in Q1 2025 and held it in 3 quarters.
  • Consolidated Portfolio Review Corp's Morgan Stanley position peaked at $300K in Q2 2025.
  • 2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.