Edgar Wachenheim’s Morgan Stanley MS Stock Holding History

Edgar Wachenheim’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	–	Sell	-10,000	Closed	-$1.41M	–	28
2025 Q2	$1.41M	Hold	10,000	–	–	0.02%	21
2025 Q1	$1.17M	Hold	10,000	–	–	0.02%	22
2024 Q4	$1.26M	Hold	10,000	–	–	0.02%	21
2024 Q3	$1.04M	Hold	10,000	–	–	0.01%	22
2024 Q2	$972K	Hold	10,000	–	–	0.01%	22
2024 Q1	$942K	Hold	10,000	–	–	0.01%	23
2023 Q4	$933K	Hold	10,000	–	–	0.01%	23
2023 Q3	$817K	Hold	10,000	–	–	0.01%	25
2023 Q2	$854K	Hold	10,000	–	–	0.01%	25
2023 Q1	$878K	Hold	10,000	–	–	0.01%	27
2022 Q4	$850K	Hold	10,000	–	–	0.02%	28
2022 Q3	$790K	Hold	10,000	–	–	0.02%	27
2022 Q2	$761K	Hold	10,000	–	–	0.02%	23
2022 Q1	$874K	Hold	10,000	–	–	0.02%	19
2021 Q4	$982K	Sell	10,000 -257,090	-96%	-$25.6M	0.02%	16
2021 Q3	$26M	Sell	267,090 -9,200	-3%	-$912K	0.87%	8
2021 Q2	$25.3M	Sell	276,290 -5,417,974	-95%	-$465M	0.74%	9
2021 Q1	$442M	Sell	5,694,264 -3,846,281	-40%	-$295M	9.99%	5
2020 Q4	$654M	Buy	9,540,545 +330,771	+4%	+$19M	12.31%	3
2020 Q3	$445M	Sell	9,209,774 -285,100	-3%	-$14.4M	9.78%	6
2020 Q2	$459M	Buy	9,494,874 +6,579,774	+226%	+$276M	10.15%	3
2020 Q1	$99.1M	Buy	+2,915,100	New	+$137M	3.69%	9
2019 Q4	–	Sell	-273,500	Closed	-$11.7M	–	21
2019 Q3	$11.7M	Buy	+273,500	New	+$11.7M	0.24%	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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Edgar Wachenheim's MS Position: Q3 2025 in Review

Edgar Wachenheim sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 10,000 shares — an estimated $1.41M sold.

Edgar Wachenheim first reported a position in MS in Q3 2019 and held it in 23 quarters. The position peaked at $654M in Q4 2020. 2,262 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Edgar Wachenheim reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Edgar Wachenheim sold 10,000 Morgan Stanley shares in Q3 2025, an estimated $1.41M.
Edgar Wachenheim first reported a position in Morgan Stanley in Q3 2019 and held it in 23 quarters.
Edgar Wachenheim's Morgan Stanley position peaked at $654M in Q4 2020.
2,262 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Greenhaven Associates's 13F filing for Q3 2025, filed 4 Nov 2025.