Envestnet Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429M | Buy |
3,048,457
+101,773
| +3% | +$14.3M | 0.13% | 139 |
|
|
2025
Q1 | $344M | Buy |
2,946,684
+466,012
| +19% | +$54.4M | 0.11% | 165 |
|
|
2024
Q4 | $312M | Sell |
2,480,672
-46,252
| -2% | -$5.81M | 0.1% | 181 |
|
|
2024
Q3 | $263M | Buy |
2,526,924
+14,482
| +0.6% | +$1.51M | 0.09% | 216 |
|
|
2024
Q2 | $244M | Buy |
2,512,442
+99,480
| +4% | +$9.67M | 0.09% | 223 |
|
|
2024
Q1 | $227M | Buy |
2,412,962
+489,635
| +25% | +$46.1M | 0.08% | 231 |
|
|
2023
Q4 | $179M | Buy |
1,923,327
+81,267
| +4% | +$7.58M | 0.07% | 265 |
|
|
2023
Q3 | $150M | Buy |
1,842,060
+390,406
| +27% | +$31.9M | 0.07% | 270 |
|
|
2023
Q2 | $124M | Buy |
1,451,654
+15,128
| +1% | +$1.29M | 0.05% | 298 |
|
|
2023
Q1 | $122M | Buy |
1,436,526
+71,173
| +5% | +$6.05M | 0.06% | 280 |
|
|
2022
Q4 | $116M | Buy |
1,365,353
+15,042
| +1% | +$1.28M | 0.06% | 284 |
|
|
2022
Q3 | $107M | Sell |
1,350,311
-7,505
| -0.6% | -$593K | 0.06% | 271 |
|
|
2022
Q2 | $103M | Sell |
1,357,816
-604,861
| -31% | -$46M | 0.06% | 278 |
|
|
2022
Q1 | $172M | Buy |
1,962,677
+14,380
| +0.7% | +$1.26M | 0.09% | 209 |
|
|
2021
Q4 | $191M | Buy |
1,948,297
+66,371
| +4% | +$6.51M | 0.09% | 184 |
|
|
2021
Q3 | $183M | Buy |
1,881,926
+564,729
| +43% | +$55M | 0.1% | 178 |
|
|
2021
Q2 | $121M | Sell |
1,317,197
-61,582
| -4% | -$5.65M | 0.07% | 241 |
|
|
2021
Q1 | $107M | Sell |
1,378,779
-43,620
| -3% | -$3.39M | 0.07% | 230 |
|
|
2020
Q4 | $97.5M | Sell |
1,422,399
-18,379
| -1% | -$1.26M | 0.07% | 209 |
|
|
2020
Q3 | $69.7M | Buy |
1,440,778
+2,953
| +0.2% | +$143K | 0.06% | 239 |
|
|
2020
Q2 | $69.4M | Buy |
1,437,825
+391,451
| +37% | +$18.9M | 0.07% | 228 |
|
|
2020
Q1 | $35.6M | Buy |
1,046,374
+280,571
| +37% | +$9.54M | 0.04% | 302 |
|
|
2019
Q4 | $39.1M | Buy |
765,803
+86,014
| +13% | +$4.4M | 0.04% | 321 |
|
|
2019
Q3 | $29M | Buy |
679,789
+33,498
| +5% | +$1.43M | 0.03% | 376 |
|
|
2019
Q2 | $28.3M | Sell |
646,291
-6,930
| -1% | -$304K | 0.04% | 360 |
|
|
2019
Q1 | $27.6M | Sell |
653,221
-344,648
| -35% | -$14.5M | 0.04% | 349 |
|
|
2018
Q4 | $39.6M | Buy |
997,869
+954,196
| +2,185% | +$37.8M | 0.06% | 220 |
|
|
2018
Q3 | $2.03M | Sell |
43,673
-31,555
| -42% | -$1.47M | ﹤0.01% | 604 |
|
|
2018
Q2 | $3.56M | Buy |
75,228
+13,343
| +22% | +$632K | 0.01% | 603 |
|
|
2018
Q1 | $3.23M | Sell |
61,885
-250,748
| -80% | -$13.1M | 0.01% | 535 |
|
|
2017
Q4 | $16.4M | Buy |
312,633
+39,696
| +15% | +$2.08M | 0.04% | 280 |
|
|
2017
Q3 | $13.1M | Buy |
272,937
+17,371
| +7% | +$837K | 0.03% | 312 |
|
|
2017
Q2 | $11.4M | Buy |
255,566
+47,260
| +23% | +$2.11M | 0.03% | 340 |
|
|
2017
Q1 | $8.92M | Buy |
208,306
+33,417
| +19% | +$1.43M | 0.03% | 389 |
|
|
2016
Q4 | $7.39M | Buy |
174,889
+12,201
| +7% | +$515K | 0.03% | 421 |
|
|
2016
Q3 | $5.22M | Sell |
162,688
-14,543
| -8% | -$466K | 0.02% | 569 |
|
|
2016
Q2 | $4.6M | Buy |
177,231
+8,013
| +5% | +$208K | 0.02% | 658 |
|
|
2016
Q1 | $4.23M | Sell |
169,218
-18,118
| -10% | -$453K | 0.02% | 660 |
|
|
2015
Q4 | $5.96M | Buy |
187,336
+2,038
| +1% | +$64.8K | 0.03% | 508 |
|
|
2015
Q3 | $5.84M | Buy |
185,298
+30,870
| +20% | +$972K | 0.03% | 501 |
|
|
2015
Q2 | $5.99M | Buy |
154,428
+7,841
| +5% | +$304K | 0.03% | 533 |
|
|
2015
Q1 | $5.23M | Buy |
146,587
+141,012
| +2,529% | +$5.03M | 0.03% | 547 |
|
|
2014
Q4 | $216K | Sell |
5,575
-3,161
| -36% | -$122K | ﹤0.01% | 985 |
|
|
2014
Q3 | $302K | Buy |
8,736
+4,234
| +94% | +$146K | ﹤0.01% | 936 |
|
|
2014
Q2 | $146K | Sell |
4,502
-1,956
| -30% | -$63.4K | ﹤0.01% | 1106 |
|
|
2014
Q1 | $201K | Buy |
6,458
+961
| +17% | +$29.9K | ﹤0.01% | 897 |
|
|
2013
Q4 | $172K | Buy |
5,497
+4,283
| +353% | +$134K | ﹤0.01% | 858 |
|
|
2013
Q3 | $33K | Sell |
1,214
-923
| -43% | -$25.1K | ﹤0.01% | 1320 |
|
|
2013
Q2 | $52K | Buy |
+2,137
| New | +$52K | ﹤0.01% | 1162 |
|