Essential Planning’s Morgan Stanley MS Stock Holding History

Essential Planning’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	-55,120	Closed	-$6.77M	–	221
2024 Q4	$6.77M	Buy	+55,120	New	+$6.79M	0.04%	96

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essential Planning's MS Position: Q1 2025 in Review

Essential Planning sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 55,120 shares — an estimated $6.77M sold.

Essential Planning first reported a position in MS in Q4 2024 and held it in 1 quarter. The position peaked at $6.77M in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Essential Planning reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 55,120 Morgan Stanley shares in Q1 2025, an estimated $6.77M.
Essential Planning first reported a position in Morgan Stanley in Q4 2024 and held it in 1 quarter.
Essential Planning's Morgan Stanley position peaked at $6.77M in Q4 2024.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.