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Creekmur Asset Management’s Morgan Stanley MS Stock Holding History

Creekmur Asset 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
Q3 		$163K Sell
1,025
-2
-0.2% -$295 0.03% 222
2025
Q2 		$145K Hold
1,027
– – 0.03% 248
2025
Q1 		$120K Hold
1,027
– – 0.03% 237
2024
Q4 		$129K Hold
1,027
– – 0.03% 143
2024
Q3 		$107K Hold
1,027
– – 0.03% 152
2024
Q2 		$99.8K Sell
1,027
-39
-4% -$3.71K 0.03% 167
2024
Q1 		$100K Buy
1,066
+224
+27% +$19.7K 0.03% 171
2023
Q4 		$78.5K Buy
+842
New +$67.4K 0.02% 236

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 $3.38T AUM 44.17% 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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Creekmur Asset Management's MS Position: Q3 2025 in Review

Creekmur Asset Management reduced its Morgan Stanley (MS) stake by 0.19% in Q3 2025, selling an estimated $295 and leaving 1,025 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #222.

Creekmur Asset Management first reported a position in MS in Q4 2023 and has held it in 8 quarters since. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Creekmur Asset Management held 1,025 shares of Morgan Stanley worth $163K as of Q3 2025.
  • Creekmur Asset Management sold 2 Morgan Stanley shares in Q3 2025, an estimated $295.
  • Morgan Stanley made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #222 holding.
  • Creekmur Asset Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 8 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.