FWM
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FSA Wealth Management’s Morgan Stanley MS Stock Holding History

FSA Wealth 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
Q3 		$71.9K Buy
452
+1
+0.2% +$148 0.03% 125
2025
Q2 		$63.6K Buy
451
+1
+0.2% +$123 0.02% 130
2025
Q1 		$52.5K Buy
450
+1
+0.2% +$129 0.02% 150
2024
Q4 		$56.5K Sell
449
-508
-53% -$62.6K 0.02% 143
2024
Q3 		$99.8K Buy
+957
New +$96.4K 0.04% 93
2024
Q1 		$46.4K Buy
492
+47
+11% +$4.14K 0.02% 158
2023
Q4 		$41K Buy
+445
New +$35.6K 0.02% 156

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FSA Wealth Management's MS Position: Q3 2025 in Review

FSA Wealth Management increased its Morgan Stanley (MS) stake by 0.22% in Q3 2025, buying an estimated $148 and bringing the position to 452 shares worth $71.9K. The position accounts for 0.03% of the portfolio, ranked #125.

FSA Wealth Management first reported a position in MS in Q4 2023 and has held it in 7 quarters since. The position peaked at $99.8K in Q3 2024. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • FSA Wealth Management held 452 shares of Morgan Stanley worth $71.9K as of Q3 2025.
  • FSA Wealth Management bought 1 Morgan Stanley share in Q3 2025, an estimated $148.
  • Morgan Stanley made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #125 holding.
  • FSA Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Morgan Stanley position peaked at $99.8K in Q3 2024.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.