DAC
MS icon

Dividend Assets Capital’s Morgan Stanley MS Stock Holding History

Dividend Assets Capital’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
2026
Q1 		$252K Hold
1,531
– – 0.05% 130
2025
Q4 		$272K Hold
1,531
– – 0.05% 128
2025
Q3 		$243K Hold
1,531
– – 0.04% 133
2025
Q2 		$216K Buy
+1,531
New +$188K 0.04% 136
2024
Q1 		– Sell
-1,233
Closed -$115K – 287
2023
Q4 		$115K Hold
1,233
– – 0.02% 195
2023
Q3 		$101K Hold
1,233
– – 0.02% 204
2023
Q2 		$105K Hold
1,233
– – 0.02% 207
2023
Q1 		$105K Hold
1,233
– – 0.02% 209
2022
Q4 		$105K Sell
1,233
-34
-3% -$2.9K 0.02% 209
2022
Q3 		$100K Hold
1,267
– – 0.02% 205
2022
Q2 		$96K Hold
1,267
– – 0.02% 224
2022
Q1 		$111K Hold
1,267
– – 0.02% 222
2021
Q4 		$124K Hold
1,267
– – 0.02% 208
2021
Q3 		$123K Hold
1,267
– – 0.02% 210
2021
Q2 		$116K Sell
1,267
-200
-14% -$17.1K 0.02% 217
2021
Q1 		$114K Buy
1,467
+658
+81% +$50.4K 0.02% 218
2020
Q4 		$55K Buy
+809
New +$46.4K 0.01% 282

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return