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Financial Advocates Investment Management’s Morgan Stanley MS Stock Holding History

Financial Advocates Investment 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
-2,992
Closed -$421K – 388
2025
Q2 		$421K Sell
2,992
-2,555
-46% -$314K 0.03% 403
2025
Q1 		$647K Buy
5,547
+3,090
+126% +$398K 0.05% 372
2024
Q4 		$309K Sell
2,457
-170
-6% -$20.9K 0.02% 590
2024
Q3 		$274K Buy
+2,627
New +$265K 0.02% 628
2023
Q3 		– Sell
-3,030
Closed -$259K – 724
2023
Q2 		$259K Sell
3,030
-569
-16% -$48.7K 0.02% 562
2023
Q1 		$316K Buy
3,599
+1,210
+51% +$113K 0.02% 540
2022
Q4 		$203K Buy
+2,389
New +$204K 0.02% 686
2022
Q2 		– Sell
-4,434
Closed -$387K – 751
2022
Q1 		$387K Buy
4,434
+540
+14% +$52.1K 0.03% 506
2021
Q4 		$343K Sell
3,894
-125
-3% -$12.5K 0.02% 597
2021
Q3 		$391K Sell
4,019
-14,351
-78% -$1.42M 0.03% 540
2021
Q2 		$1.69M Buy
18,370
+15,433
+525% +$1.32M 0.11% 221
2021
Q1 		$219K Sell
2,937
-488
-14% -$37.4K 0.02% 692
2020
Q4 		$235K Buy
+3,425
New +$197K 0.02% 635
2020
Q1 		– Sell
-5,831
Closed -$298K – 524
2019
Q4 		$298K Buy
+5,831
New +$276K 0.03% 394

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Advocates Investment Management's MS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 2,992 shares — an estimated $421K sold.

Financial Advocates Investment Management first reported a position in MS in Q4 2019 and held it in 14 quarters. The position peaked at $1.69M in Q2 2021. 2,260 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,992 Morgan Stanley shares in Q3 2025, an estimated $421K.
  • Financial Advocates Investment Management first reported a position in Morgan Stanley in Q4 2019 and held it in 14 quarters.
  • Financial Advocates Investment Management's Morgan Stanley position peaked at $1.69M in Q2 2021.
  • 2,260 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.