GCP
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Garda Capital Partners’s Morgan Stanley MS Stock Holding History

Garda Capital Partners’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 		– Sell
-4,869
Closed -$598K – 636
2025
Q1 		$568K Buy
+4,869
New +$627K 0.01% 521
2023
Q4 		– Sell
-6,216
Closed -$497K – 628
2023
Q3 		$508K Buy
+6,216
New +$540K 0.02% 538

Other funds holding MS

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Vanguard Group
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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

Garda Capital Partners's MS Position: Q2 2025 in Review

Garda Capital Partners sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 4,869 shares — an estimated $598K sold.

Garda Capital Partners first reported a position in MS in Q3 2023 and held it in 2 quarters. The position peaked at $568K in Q1 2025. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Garda Capital Partners reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Garda Capital Partners sold 4,869 Morgan Stanley shares in Q2 2025, an estimated $598K.
  • Garda Capital Partners first reported a position in Morgan Stanley in Q3 2023 and held it in 2 quarters.
  • Garda Capital Partners's Morgan Stanley position peaked at $568K in Q1 2025.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Garda Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.