Financial Advisors’s Morgan Stanley MS Stock Holding History

Financial Advisors’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	$907K	Hold	5,706	–	–	0.16%	33
2025 Q2	$804K	Buy	5,706 +230	+4%	+$28.3K	0.15%	33
2025 Q1	$639K	Hold	5,476	–	–	0.13%	35
2024 Q4	$688K	Hold	5,476	–	–	0.13%	33
2024 Q3	$571K	Hold	5,476	–	–	0.11%	40
2024 Q2	$532K	Hold	5,476	–	–	0.11%	39
2024 Q1	$516K	Hold	5,476	–	–	0.11%	43
2023 Q4	$511K	Sell	5,476 -4	-0.1%	-$320	0.11%	37
2023 Q3	$448K	Buy	5,480 +4	+0.1%	+$347	0.11%	42
2023 Q2	$468K	Sell	5,476 -114	-2%	-$9.75K	0.11%	46
2023 Q1	$491K	Hold	5,590	–	–	0.12%	39
2022 Q4	$475K	Hold	5,590	–	–	0.13%	43
2022 Q3	$428K	Hold	5,590	–	–	0.15%	41
2022 Q2	$425K	Hold	5,590	–	–	0.15%	43
2022 Q1	$489K	Hold	5,590	–	–	0.15%	46
2021 Q4	$549K	Hold	5,590	–	–	0.17%	44
2021 Q3	$544K	Hold	5,590	–	–	0.18%	41
2021 Q2	$513K	Buy	5,590 +550	+11%	+$47.2K	0.18%	41
2021 Q1	$391K	Buy	+5,040	New	+$386K	0.16%	51

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Advisors's MS Position: Q3 2025 in Review

Financial Advisors held its Morgan Stanley (MS) position steady in Q3 2025 at 5,706 shares worth $907K. The position accounts for 0.16% of the portfolio, ranked #33.

Financial Advisors first reported a position in MS in Q1 2021 and has held it in 19 quarters since. 2,259 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Financial Advisors held 5,706 shares of Morgan Stanley worth $907K as of Q3 2025.
Financial Advisors left its Morgan Stanley share count unchanged in Q3 2025.
Morgan Stanley made up 0.16% of Financial Advisors's portfolio in Q3 2025, its #33 holding.
Financial Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 19 quarters since.
2,259 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.