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Gitterman Wealth Management’s Morgan Stanley MS Stock Holding History

Gitterman 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 		$376K Sell
2,365
-49
-2% -$7.24K 0.09% 65
2025
Q2 		$340K Sell
2,414
-1,994
-45% -$245K 0.08% 72
2025
Q1 		$515K Buy
4,408
+2,035
+86% +$262K 0.14% 41
2024
Q4 		$298K Buy
2,373
+8
+0.3% +$985 0.12% 74
2024
Q3 		$247K Hold
2,365
– – 0.1% 87
2024
Q2 		$230K Buy
+2,365
New +$225K 0.09% 85

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

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

Gitterman Wealth Management reduced its Morgan Stanley (MS) stake by 2% in Q3 2025, selling an estimated $7.24K and leaving 2,365 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #65.

Gitterman Wealth Management first reported a position in MS in Q2 2024 and has held it in 6 quarters since. The position peaked at $515K in Q1 2025. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Gitterman Wealth Management held 2,365 shares of Morgan Stanley worth $376K as of Q3 2025.
  • Gitterman Wealth Management sold 49 Morgan Stanley shares in Q3 2025, an estimated $7.24K.
  • Morgan Stanley made up 0.09% of Gitterman Wealth Management's portfolio in Q3 2025, its #65 holding.
  • Gitterman Wealth Management first reported a position in Morgan Stanley in Q2 2024 and has held it in 6 quarters since.
  • Gitterman Wealth Management's Morgan Stanley position peaked at $515K in Q1 2025.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.