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FPC Investment Advisory’s Morgan Stanley MS Stock Holding History

FPC Investment Advisory’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
Q1 		– Sell
-47
Closed -$6.51K – 176
2024
Q4 		$6.51K Buy
47
+20
+74% +$2.46K ﹤0.01% 216
2024
Q3 		$2.91K Hold
27
– – ﹤0.01% 70
2024
Q2 		$2.89K Hold
27
– – ﹤0.01% 71
2024
Q1 		$2.53K Buy
+27
New +$2.38K ﹤0.01% 71

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FPC Investment Advisory's MS Position: Q1 2025 in Review

FPC Investment Advisory sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 47 shares — an estimated $6.51K sold.

FPC Investment Advisory first reported a position in MS in Q1 2024 and held it in 4 quarters. The position peaked at $6.51K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • FPC Investment Advisory reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • FPC Investment Advisory sold 47 Morgan Stanley shares in Q1 2025, an estimated $6.51K.
  • FPC Investment Advisory first reported a position in Morgan Stanley in Q1 2024 and held it in 4 quarters.
  • FPC Investment Advisory's Morgan Stanley position peaked at $6.51K in Q4 2024.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.