FM
MS icon

Family Management’s Morgan Stanley MS Stock Holding History

Family 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
2026
Q1 		$3.02M Buy
18,347
+16,242
+772% +$2.81M 0.36% 68
2025
Q4 		$374K Buy
2,105
+155
+8% +$25.9K 0.05% 162
2025
Q3 		$310K Hold
1,950
– – 0.04% 159
2025
Q2 		$275K Sell
1,950
-100
-5% -$12.3K 0.04% 157
2025
Q1 		$239K Buy
2,050
+100
+5% +$12.9K 0.04% 156
2024
Q4 		$245K Hold
1,950
– – 0.04% 147
2024
Q3 		$203K Buy
+1,950
New +$196K 0.03% 159
2023
Q3 		– Sell
-3,000
Closed -$256K – 168
2023
Q2 		$256K Buy
+3,000
New +$257K 0.06% 119
2021
Q1 		– Sell
-88
Closed -$6K – 176
2020
Q4 		$6K Buy
+88
New +$5.05K ﹤0.01% 171
2014
Q3 		– Sell
-18,025
Closed -$583K – 96
2014
Q2 		$583K Buy
18,025
+4,550
+34% +$140K 0.28% 51
2014
Q1 		$420K Buy
+13,475
New +$416K 0.22% 51

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return