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Eagle Bay Advisors’s Morgan Stanley MS Stock Holding History

Eagle Bay Advisors’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
Q1 		– Sell
-582
Closed -$73.1K – 649
2024
Q4 		$73.1K Sell
582
-64
-10% -$7.88K 0.05% 274
2024
Q3 		$67.3K Buy
646
+278
+76% +$28K 0.03% 383
2024
Q2 		$35.7K Buy
368
+5
+1% +$476 0.02% 371
2024
Q1 		$34.2K Buy
363
+49
+16% +$4.32K 0.02% 350
2023
Q4 		$29.3K Sell
314
-42
-12% -$3.36K 0.02% 355
2023
Q3 		$29.1K Buy
356
+36
+11% +$3.13K 0.01% 484
2023
Q2 		$27.3K Hold
320
– – 0.02% 489
2023
Q1 		$28.1K Buy
320
+6
+2% +$560 0.02% 494
2022
Q4 		$26.7K Sell
314
-1,242
-80% -$106K 0.02% 493
2022
Q3 		$123K Sell
1,556
-20
-1% -$1.69K 0.08% 174
2022
Q2 		$120K Buy
+1,576
New +$129K 0.07% 174
2022
Q1 		– Sell
-1,574
Closed -$155K – 699
2021
Q4 		$155K Sell
1,574
-1,527
-49% -$152K 0.1% 135
2021
Q3 		$303K Buy
3,101
+1,480
+91% +$147K 0.17% 86
2021
Q2 		$148K Buy
+1,621
New +$139K 0.12% 112

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

Eagle Bay Advisors's MS Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 582 shares — an estimated $73.1K sold.

Eagle Bay Advisors first reported a position in MS in Q2 2021 and held it in 14 quarters. The position peaked at $303K in Q3 2021. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 582 Morgan Stanley shares in Q1 2025, an estimated $73.1K.
  • Eagle Bay Advisors first reported a position in Morgan Stanley in Q2 2021 and held it in 14 quarters.
  • Eagle Bay Advisors's Morgan Stanley position peaked at $303K in Q3 2021.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.