Fairfield, Bush & Co’s Morgan Stanley MS Stock Holding History

Fairfield, Bush & Co’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	-1,632	Closed	-$205K	–	113
2024 Q4	$205K	Buy	+1,632	New	+$201K	0.12%	107
2024 Q1	–	Sell	-1,585	Closed	-$148K	–	340
2023 Q4	$148K	Buy	+1,585	New	+$127K	0.09%	126
2023 Q3	–	Sell	-1,240	Closed	-$106K	–	358
2023 Q2	$106K	Buy	+1,240	New	+$106K	0.03%	178
2022 Q3	–	Sell	-1,240	Closed	-$94K	–	329
2022 Q2	$94K	Buy	+1,240	New	+$102K	0.06%	155

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

Fairfield, Bush & Co's MS Position: Q1 2025 in Review

Fairfield, Bush & Co sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 1,632 shares — an estimated $205K sold.

Fairfield, Bush & Co first reported a position in MS in Q2 2022 and held it in 4 quarters. The position peaked at $205K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Fairfield, Bush & Co reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
Fairfield, Bush & Co sold 1,632 Morgan Stanley shares in Q1 2025, an estimated $205K.
Fairfield, Bush & Co first reported a position in Morgan Stanley in Q2 2022 and held it in 4 quarters.
Fairfield, Bush & Co's Morgan Stanley position peaked at $205K in Q4 2024.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Fairfield, Bush & Co's 13F filing for Q1 2025, filed 13 May 2025.