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Edge Capital Group’s Morgan Stanley MS Stock Holding History

Edge Capital Group’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
2024
Q4 		$23.1M Sell
183,748
-45,914
-20% -$5.65M 1.03% 26
2024
Q3 		$23.9M Sell
229,662
-2,781
-1% -$280K 1.06% 25
2024
Q2 		$22.6M Buy
232,443
+7,992
+4% +$761K 1.09% 23
2024
Q1 		$21.1M Buy
224,451
+13,186
+6% +$1.16M 1.05% 23
2023
Q4 		$19.7M Buy
211,265
+22,893
+12% +$1.83M 1.1% 22
2023
Q3 		$15.4M Buy
188,372
+57,174
+44% +$4.96M 1% 22
2023
Q2 		$11.2M Buy
131,198
+3,508
+3% +$300K 0.64% 37
2023
Q1 		$11.2M Buy
127,690
+16,456
+15% +$1.54M 0.69% 36
2022
Q4 		$9.46M Sell
111,234
-21,749
-16% -$1.85M 0.66% 36
2022
Q3 		$10.5M Buy
132,983
+1,515
+1% +$128K 0.86% 24
2022
Q2 		$10M Buy
131,468
+1,871
+1% +$153K 0.86% 29
2022
Q1 		$11.3M Sell
129,597
-1,382
-1% -$133K 0.78% 28
2021
Q4 		$12.9M Sell
130,979
-27,771
-17% -$2.77M 0.91% 23
2021
Q3 		$15.4M Sell
158,750
-2,948
-2% -$292K 1.23% 16
2021
Q2 		$14.8M Sell
161,698
-3,993
-2% -$342K 1.18% 16
2021
Q1 		$12.9M Sell
165,691
-1,559
-0.9% -$119K 1.08% 18
2020
Q4 		$11.5M Sell
167,250
-220
-0.1% -$12.6K 0.97% 22
2020
Q3 		$8.1M Buy
167,470
+21,303
+15% +$1.07M 0.81% 25
2020
Q2 		$7.06M Buy
146,167
+112,459
+334% +$4.72M 0.74% 33
2020
Q1 		$1.15M Buy
33,708
+28,580
+557% +$1.35M 0.14% 105
2019
Q4 		$262K Sell
5,128
-5
-0.1% -$237 0.03% 207
2019
Q3 		$219K Sell
5,133
-605
-11% -$25.9K 0.02% 219
2019
Q2 		$251K Buy
5,738
+574
+11% +$25.6K 0.02% 226
2019
Q1 		$218K Sell
5,164
-15
-0.3% -$631 0.02% 224
2018
Q4 		$205K Buy
+5,179
New +$226K 0.02% 221

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Edge Capital Group's MS Position: Q4 2024 in Review

Edge Capital Group reduced its Morgan Stanley (MS) stake by 20% in Q4 2024, selling an estimated $5.65M and leaving 183,748 shares worth $23.1M. The position accounts for 1.03% of the portfolio, ranked #26.

Edge Capital Group first reported a position in MS in Q4 2018 and has held it in 25 quarters since. The position peaked at $23.9M in Q3 2024. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Edge Capital Group held 183,748 shares of Morgan Stanley worth $23.1M as of Q4 2024.
  • Edge Capital Group sold 45,914 Morgan Stanley shares in Q4 2024, an estimated $5.65M.
  • Morgan Stanley made up 1.03% of Edge Capital Group's portfolio in Q4 2024, its #26 holding.
  • Edge Capital Group first reported a position in Morgan Stanley in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Morgan Stanley position peaked at $23.9M in Q3 2024.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.