First Horizon Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
10,739
+77
| +0.7% | +$9.46K | 0.04% | 223 |
|
|
2025
Q1 | $1.24M | Buy |
10,662
+66
| +0.6% | +$8.5K | 0.04% | 231 |
|
|
2024
Q4 | $1.33M | Sell |
10,596
-731
| -6% | -$90K | 0.04% | 227 |
|
|
2024
Q3 | $1.18M | Buy |
11,327
+570
| +5% | +$57.4K | 0.03% | 241 |
|
|
2024
Q2 | $1.05M | Buy |
10,757
+1,182
| +12% | +$113K | 0.03% | 247 |
|
|
2024
Q1 | $902K | Sell |
9,575
-53
| -0.6% | -$4.67K | 0.03% | 265 |
|
|
2023
Q4 | $898K | Buy |
9,628
+14
| +0.1% | +$1.12K | 0.03% | 267 |
|
|
2023
Q3 | $785K | Sell |
9,614
-522
| -5% | -$45.3K | 0.03% | 271 |
|
|
2023
Q2 | $866K | Sell |
10,136
-611
| -6% | -$52.3K | 0.03% | 270 |
|
|
2023
Q1 | $944K | Buy |
10,747
+814
| +8% | +$76K | 0.03% | 264 |
|
|
2022
Q4 | $845K | Sell |
9,933
-1,170
| -11% | -$99.7K | 0.03% | 275 |
|
|
2022
Q3 | $876K | Sell |
11,103
-1,112
| -9% | -$93.7K | 0.04% | 258 |
|
|
2022
Q2 | $928K | Buy |
12,215
+4,974
| +69% | +$407K | 0.03% | 261 |
|
|
2022
Q1 | $632K | Sell |
7,241
-1,370
| -16% | -$132K | 0.03% | 259 |
|
|
2021
Q4 | $844K | Sell |
8,611
-928
| -10% | -$92.4K | 0.03% | 290 |
|
|
2021
Q3 | $927K | Buy |
9,539
+269
| +3% | +$26.7K | 0.03% | 275 |
|
|
2021
Q2 | $848K | Sell |
9,270
-465
| -5% | -$39.9K | 0.05% | 203 |
|
|
2021
Q1 | $755K | Sell |
9,735
-15,524
| -61% | -$1.19M | 0.04% | 208 |
|
|
2020
Q4 | $1.73M | Sell |
25,259
-10
| -0% | -$574 | 0.12% | 138 |
|
|
2020
Q3 | $1.22M | Sell |
25,269
-462
| -2% | -$23.3K | 0.09% | 155 |
|
|
2020
Q2 | $1.24M | Buy |
25,731
+1,036
| +4% | +$43.5K | 0.1% | 153 |
|
|
2020
Q1 | $839K | Buy |
24,695
+20,762
| +528% | +$978K | 0.08% | 165 |
|
|
2019
Q4 | $201K | Buy |
3,933
+252
| +7% | +$11.9K | 0.01% | 341 |
|
|
2019
Q3 | $157K | Buy |
3,681
+192
| +6% | +$8.21K | 0.01% | 358 |
|
|
2019
Q2 | $152K | Sell |
3,489
-1,382
| -28% | -$61.6K | 0.01% | 378 |
|
|
2019
Q1 | $204K | Buy |
4,871
+930
| +24% | +$39.1K | 0.02% | 329 |
|
|
2018
Q4 | $155K | Buy |
3,941
+17
| +0.4% | +$742 | 0.01% | 364 |
|
|
2018
Q3 | $182K | Sell |
3,924
-4,163
| -51% | -$203K | 0.01% | 381 |
|
|
2018
Q2 | $383K | Buy |
8,087
+962
| +14% | +$50.3K | 0.03% | 278 |
|
|
2018
Q1 | $381K | Buy |
7,125
+854
| +14% | +$47.3K | 0.04% | 226 |
|
|
2017
Q4 | $332K | Buy |
6,271
+681
| +12% | +$34.4K | 0.03% | 255 |
|
|
2017
Q3 | $271K | Hold |
5,590
| – | – | 0.03% | 274 |
|
|
2017
Q2 | $257K | Buy |
5,590
+2,985
| +115% | +$129K | 0.03% | 278 |
|
|
2017
Q1 | $112K | Buy |
2,605
+196
| +8% | +$8.7K | 0.01% | 391 |
|
|
2016
Q4 | $79K | Hold |
2,409
| – | – | 0.01% | 435 |
|
|
2016
Q3 | $79K | Hold |
2,409
| – | – | 0.01% | 430 |
|
|
2016
Q2 | $62K | Sell |
2,409
-907
| -27% | -$23.7K | 0.01% | 474 |
|
|
2016
Q1 | $86K | Buy |
3,316
+2,063
| +165% | +$52.6K | 0.01% | 444 |
|
|
2015
Q4 | $40K | Sell |
1,253
-2,474
| -66% | -$82.2K | 0.01% | 527 |
|
|
2015
Q3 | $117K | Hold |
3,727
| – | – | 0.02% | 369 |
|
|
2015
Q2 | $144K | Buy |
3,727
+1,001
| +37% | +$38.1K | 0.02% | 358 |
|
|
2015
Q1 | $97K | Sell |
2,726
-46
| -2% | -$1.65K | 0.01% | 421 |
|
|
2014
Q4 | $107K | Buy |
2,772
+217
| +8% | +$7.72K | 0.02% | 405 |
|
|
2014
Q3 | $88K | Buy |
2,555
+33
| +1% | +$1.1K | 0.01% | 429 |
|
|
2014
Q2 | $82K | Sell |
2,522
-908
| -26% | -$28K | 0.01% | 453 |
|
|
2014
Q1 | $107K | Sell |
3,430
-382
| -10% | -$11.8K | 0.02% | 392 |
|
|
2013
Q4 | $120K | Sell |
3,812
-450
| -11% | -$13.4K | 0.02% | 367 |
|
|
2013
Q3 | $115K | Buy |
+4,262
| New | +$114K | 0.02% | 364 |
|
Other funds holding MS
First Horizon Advisors's MS Position: Q2 2025 in Review
First Horizon Advisors increased its Morgan Stanley (MS) stake by 0.72% in Q2 2025, buying an estimated $9.46K and bringing the position to 10,739 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #223.
First Horizon Advisors first reported a position in MS in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.73M in Q4 2020. 2,205 funds tracked by Wall St. Rank hold MS as of Q2 2025.
- First Horizon Advisors held 10,739 shares of Morgan Stanley worth $1.51M as of Q2 2025.
- First Horizon Advisors bought 77 Morgan Stanley shares in Q2 2025, an estimated $9.46K.
- Morgan Stanley made up 0.04% of First Horizon Advisors's portfolio in Q2 2025, its #223 holding.
- First Horizon Advisors first reported a position in Morgan Stanley in Q3 2013 and has held it in 48 quarters since.
- First Horizon Advisors's Morgan Stanley position peaked at $1.73M in Q4 2020.
- 2,205 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.