Divergent Planning’s Morgan Stanley MS Stock Holding History

Divergent Planning’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	$763K	Buy	+4,193	New	+$699K	0.19%	17

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Divergent Planning's MS Position: Q4 2025 in Review

Divergent Planning opened a new position in Morgan Stanley (MS) in Q4 2025: 4,193 shares worth $763K. The stake represents 0.19% of the portfolio and ranks #17 among its holdings.

2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Divergent Planning held 4,193 shares of Morgan Stanley worth $763K as of Q4 2025.
Morgan Stanley was a new Divergent Planning position in Q4 2025.
Morgan Stanley made up 0.19% of Divergent Planning's portfolio in Q4 2025, its #17 holding.
2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.