Exane Asset Management’s Morgan Stanley MS Stock Holding History

Exane Asset Management’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	-3,291	Closed	-$544K	–	36
2025 Q2	$544K	Buy	+3,291	New	+$404K	0.21%	20
2018 Q4	–	Sell	-51,063	Closed	-$2.38M	–	146
2018 Q3	$2.38M	Buy	51,063 +49,901	+4,294%	+$2.44M	0.74%	36
2018 Q2	$55.1K	Buy	+1,162	New	+$60.7K	0.02%	90
2016 Q1	–	Sell	-231,303	Closed	-$7.36M	–	29
2015 Q4	$7.36M	Buy	+231,303	New	+$7.69M	4.46%	8

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

Exane Asset Management's MS Position: Q3 2025 in Review

Exane Asset Management sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 3,291 shares — an estimated $544K sold.

Exane Asset Management first reported a position in MS in Q4 2015 and held it in 4 quarters. The position peaked at $7.36M in Q4 2015. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Exane Asset Management reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Exane Asset Management sold 3,291 Morgan Stanley shares in Q3 2025, an estimated $544K.
Exane Asset Management first reported a position in Morgan Stanley in Q4 2015 and held it in 4 quarters.
Exane Asset Management's Morgan Stanley position peaked at $7.36M in Q4 2015.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Exane Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.