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 Q3	–	Sell	-88,200	Closed	-$12.4M	–	302
2025 Q2	$12.4M	Buy	88,200 +60,700	+221%	+$7.46M	0.3%	79
2025 Q1	$3.21M	Buy	+27,500	New	+$3.54M	0.08%	271
2024 Q4	–	Sell	-36,000	Closed	-$3.75M	–	400
2024 Q3	$3.75M	Sell	36,000 -23,000	-39%	-$2.32M	0.11%	231
2024 Q2	$5.73M	Buy	59,000 +6,000	+11%	+$571K	0.2%	139
2024 Q1	$4.99M	Buy	+53,000	New	+$4.67M	0.21%	140
2023 Q4	–	Sell	-8,000	Closed	-$653K	–	629
2023 Q3	$653K	Buy	+8,000	New	+$695K	0.03%	490
2023 Q1	–	Sell	-23,000	Closed	-$1.96M	–	428
2022 Q4	$1.96M	Buy	+23,000	New	+$1.96M	0.11%	226

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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.