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Financial Avengers’s Morgan Stanley MS Stock Holding History

Financial Avengers’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
Q2 		– Sell
-117
Closed -$13.7K – 146
2025
Q1 		$13.7K Hold
117
– – 0.01% 103
2024
Q4 		$14.7K Hold
117
– – 0.01% 112
2024
Q3 		$12.2K Buy
+117
New +$11.8K 0.01% 128

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Financial Avengers's MS Position: Q2 2025 in Review

Financial Avengers sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 117 shares — an estimated $13.7K sold.

Financial Avengers first reported a position in MS in Q3 2024 and held it in 3 quarters. The position peaked at $14.7K in Q4 2024. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Financial Avengers reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Financial Avengers sold 117 Morgan Stanley shares in Q2 2025, an estimated $13.7K.
  • Financial Avengers first reported a position in Morgan Stanley in Q3 2024 and held it in 3 quarters.
  • Financial Avengers's Morgan Stanley position peaked at $14.7K in Q4 2024.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Financial Avengers's 13F filing for Q2 2025, filed 13 Aug 2025.