Forte Capital’s Morgan Stanley MS Stock Holding History

Forte Capital’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	$718K	Buy	5,094 +537	+12%	+$66K	0.08%	150
2025 Q1	$532K	Sell	4,557 -128	-3%	-$16.5K	0.06%	168
2024 Q4	$589K	Buy	4,685 +130	+3%	+$16K	0.07%	153
2024 Q3	$475K	Sell	4,555 -248	-5%	-$25K	0.05%	173
2024 Q2	$467K	Buy	4,803 +463	+11%	+$44.1K	0.06%	160
2024 Q1	$409K	Buy	4,340 +450	+12%	+$39.6K	0.05%	172
2023 Q4	$363K	Sell	3,890 -50	-1%	-$4K	0.05%	171
2023 Q3	$322K	Buy	3,940 +422	+12%	+$36.6K	0.05%	165
2023 Q2	$300K	Buy	3,518 +13	+0.4%	+$1.11K	0.04%	173
2023 Q1	$308K	Buy	3,505 +65	+2%	+$6.07K	0.05%	168
2022 Q4	$292K	Buy	3,440 +626	+22%	+$53.4K	0.05%	170
2022 Q3	$222K	Buy	+2,814	New	+$237K	0.04%	175
2022 Q2	–	Sell	-2,221	Closed	-$218K	–	220
2022 Q1	$218K	Sell	2,221 -135	-6%	-$13K	0.03%	218
2021 Q4	$231K	Buy	2,356 +20	+0.9%	+$1.99K	0.03%	212
2021 Q3	$227K	Buy	+2,336	New	+$231K	0.03%	204

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 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 $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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