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Freedom Investment Management’s Morgan Stanley MS Stock Holding History

Freedom Investment Management’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
-1,642
Closed -$207K – 789
2024
Q4 		$207K Buy
+1,642
New +$202K 0.02% 710
2024
Q2 		– Sell
-3,774
Closed -$355K – 839
2024
Q1 		$355K Buy
+3,774
New +$332K 0.03% 544
2023
Q3 		– Sell
-3,158
Closed -$270K – 729
2023
Q2 		$270K Sell
3,158
-352
-10% -$30.1K 0.03% 574
2023
Q1 		$308K Sell
3,510
-363
-9% -$33.9K 0.03% 545
2022
Q4 		$329K Sell
3,873
-622
-14% -$53K 0.04% 558
2022
Q3 		$355K Sell
4,495
-630
-12% -$53.1K 0.04% 524
2022
Q2 		$390K Buy
5,125
+2,024
+65% +$166K 0.04% 529
2022
Q1 		$271K Sell
3,101
-1,938
-38% -$187K 0.02% 646
2021
Q4 		$495K Buy
5,039
+259
+5% +$25.8K 0.04% 522
2021
Q3 		$465K Sell
4,780
-1,207
-20% -$120K 0.04% 525
2021
Q2 		$549K Buy
5,987
+815
+16% +$69.9K 0.04% 511
2021
Q1 		$402K Buy
5,172
+1,624
+46% +$124K 0.03% 596
2020
Q4 		$243K Buy
+3,548
New +$204K 0.03% 525
2018
Q4 		– Sell
-12,966
Closed -$632K – 856
2018
Q3 		$632K Buy
+12,966
New +$633K 0.04% 446
2017
Q4 		– Sell
-11,112
Closed -$535K – 1157
2017
Q3 		$535K Buy
11,112
+1,218
+12% +$56.5K 0.03% 561
2017
Q2 		$441K Buy
9,894
+3,291
+50% +$142K 0.03% 618
2017
Q1 		$283K Buy
+6,603
New +$293K 0.02% 806

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
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

Freedom Investment Management's MS Position: Q1 2025 in Review

Freedom Investment Management sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 1,642 shares — an estimated $207K sold.

Freedom Investment Management first reported a position in MS in Q1 2017 and held it in 17 quarters. The position peaked at $632K in Q3 2018. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Freedom Investment Management reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,642 Morgan Stanley shares in Q1 2025, an estimated $207K.
  • Freedom Investment Management first reported a position in Morgan Stanley in Q1 2017 and held it in 17 quarters.
  • Freedom Investment Management's Morgan Stanley position peaked at $632K in Q3 2018.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.