GA
MS icon

Geller Advisors’s Morgan Stanley MS Stock Holding History

Geller Advisors’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
2024
Q4 		$6.96M Sell
55,388
-100
-0.2% -$12.3K 0.46% 17
2024
Q3 		$5.78M Sell
55,488
-864
-2% -$87K 0.4% 16
2024
Q2 		$5.48M Sell
56,352
-94
-0.2% -$8.95K 0.41% 17
2024
Q1 		$5.31M Buy
56,446
+163
+0.3% +$14.4K 0.43% 18
2023
Q4 		$5.25M Buy
56,283
+38
+0.1% +$3.04K 0.51% 15
2023
Q3 		$4.59M Sell
56,245
-687
-1% -$59.6K 0.53% 15
2023
Q2 		$4.86M Buy
56,932
+51,578
+963% +$4.41M 0.61% 13
2023
Q1 		$470K Sell
5,354
-897
-14% -$83.7K 0.07% 72
2022
Q4 		$531K Buy
6,251
+85
+1% +$7.24K 0.09% 51
2022
Q3 		$487K Buy
6,166
+1,372
+29% +$116K 0.11% 48
2022
Q2 		$365K Sell
4,794
-190
-4% -$15.6K 0.08% 73
2022
Q1 		$436K Buy
4,984
+166
+3% +$16K 0.08% 69
2021
Q4 		$473K Hold
4,818
– – 0.09% 63
2021
Q3 		$469K Sell
4,818
-85
-2% -$8.42K 0.1% 59
2021
Q2 		$450K Sell
4,903
-14
-0.3% -$1.2K 0.1% 55
2021
Q1 		$382K Buy
4,917
+2,436
+98% +$187K 0.09% 62
2020
Q4 		$310K Buy
+2,481
New +$142K 0.08% 73

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geller Advisors's MS Position: Q4 2024 in Review

Geller Advisors reduced its Morgan Stanley (MS) stake by 0.18% in Q4 2024, selling an estimated $12.3K and leaving 55,388 shares worth $6.96M. The position accounts for 0.46% of the portfolio, ranked #17.

Geller Advisors first reported a position in MS in Q4 2020 and has held it in 17 quarters since. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Geller Advisors held 55,388 shares of Morgan Stanley worth $6.96M as of Q4 2024.
  • Geller Advisors sold 100 Morgan Stanley shares in Q4 2024, an estimated $12.3K.
  • Morgan Stanley made up 0.46% of Geller Advisors's portfolio in Q4 2024, its #17 holding.
  • Geller Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 17 quarters since.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.