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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 $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 $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Forte Capital's MS Position: Q2 2025 in Review

Forte Capital increased its Morgan Stanley (MS) stake by 12% in Q2 2025, buying an estimated $66K and bringing the position to 5,094 shares worth $718K. The position accounts for 0.08% of the portfolio, ranked #150.

Forte Capital first reported a position in MS in Q3 2021 and has held it in 15 quarters since. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Forte Capital held 5,094 shares of Morgan Stanley worth $718K as of Q2 2025.
  • Forte Capital bought 537 Morgan Stanley shares in Q2 2025, an estimated $66K.
  • Morgan Stanley made up 0.08% of Forte Capital's portfolio in Q2 2025, its #150 holding.
  • Forte Capital first reported a position in Morgan Stanley in Q3 2021 and has held it in 15 quarters since.
  • 2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.