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Dock Street Asset Management’s Morgan Stanley MS Stock Holding History

Dock Street 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
Q2 		– Sell
-28,060
Closed -$3.27M – 52
2025
Q1 		$3.27M Buy
+28,060
New +$3.62M 0.39% 27

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 $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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 $336B AUM 34.66% 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

Dock Street Asset Management's MS Position: Q2 2025 in Review

Dock Street Asset Management sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 28,060 shares — an estimated $3.27M sold.

Dock Street Asset Management first reported a position in MS in Q1 2025 and held it in 1 quarter. The position peaked at $3.27M in Q1 2025. 2,206 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Dock Street Asset Management reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Dock Street Asset Management sold 28,060 Morgan Stanley shares in Q2 2025, an estimated $3.27M.
  • Dock Street Asset Management first reported a position in Morgan Stanley in Q1 2025 and held it in 1 quarter.
  • Dock Street Asset Management's Morgan Stanley position peaked at $3.27M in Q1 2025.
  • 2,206 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Dock Street Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.