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Good Life Advisors’s Morgan Stanley MS Stock Holding History

Good Life 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
2025
Q2 		$1.1M Sell
7,812
-38
-0.5% -$4.67K 0.07% 197
2025
Q1 		$916K Sell
7,850
-506
-6% -$65.2K 0.06% 204
2024
Q4 		$1.05M Sell
8,356
-1,157
-12% -$142K 0.08% 185
2024
Q3 		$992K Buy
9,513
+931
+11% +$93.8K 0.06% 224
2024
Q2 		$834K Buy
8,582
+26
+0.3% +$2.48K 0.07% 194
2024
Q1 		$806K Buy
8,556
+3
+0% +$264 0.07% 186
2023
Q4 		$798K Sell
8,553
-51
-0.6% -$4.08K 0.08% 179
2023
Q3 		$703K Buy
8,604
+191
+2% +$16.6K 0.08% 174
2023
Q2 		$718K Sell
8,413
-170
-2% -$14.5K 0.08% 177
2023
Q1 		$754K Sell
8,583
-3,147
-27% -$294K 0.1% 161
2022
Q4 		$997K Sell
11,730
-276
-2% -$23.5K 0.14% 138
2022
Q3 		$949K Buy
12,006
+1,915
+19% +$161K 0.14% 129
2022
Q2 		$767K Buy
10,091
+1,851
+22% +$152K 0.11% 146
2022
Q1 		$720K Buy
8,240
+91
+1% +$8.78K 0.09% 161
2021
Q4 		$800K Sell
8,149
-21
-0.3% -$2.09K 0.1% 153
2021
Q3 		$795K Buy
8,170
+787
+11% +$78K 0.11% 142
2021
Q2 		$677K Sell
7,383
-346
-4% -$29.7K 0.13% 131
2021
Q1 		$603K Buy
7,729
+79
+1% +$6.05K 0.12% 134
2020
Q4 		$525K Sell
7,650
-1,449
-16% -$83.1K 0.12% 129
2020
Q3 		$444K Sell
9,099
-137
-1% -$6.9K 0.12% 135
2020
Q2 		$450K Buy
9,236
+577
+7% +$24.2K 0.14% 119
2020
Q1 		$292K Buy
8,659
+750
+9% +$35.3K 0.11% 158
2019
Q4 		$403K Buy
7,909
+253
+3% +$12K 0.11% 145
2019
Q3 		$326K Buy
7,656
+90
+1% +$3.85K 0.1% 164
2019
Q2 		$332K Buy
7,566
+26
+0.3% +$1.16K 0.1% 157
2019
Q1 		$317K Sell
7,540
-139
-2% -$5.85K 0.09% 160
2018
Q4 		$304K Buy
+7,679
New +$335K 0.1% 161
2018
Q3 		– Sell
-4,313
Closed -$203K – 260
2018
Q2 		$203K Buy
+4,313
New +$225K 0.06% 219

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Good Life Advisors's MS Position: Q2 2025 in Review

Good Life Advisors reduced its Morgan Stanley (MS) stake by 0.48% in Q2 2025, selling an estimated $4.67K and leaving 7,812 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #197.

Good Life Advisors first reported a position in MS in Q2 2018 and has held it in 28 quarters since. 2,205 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Good Life Advisors held 7,812 shares of Morgan Stanley worth $1.1M as of Q2 2025.
  • Good Life Advisors sold 38 Morgan Stanley shares in Q2 2025, an estimated $4.67K.
  • Morgan Stanley made up 0.07% of Good Life Advisors's portfolio in Q2 2025, its #197 holding.
  • Good Life Advisors first reported a position in Morgan Stanley in Q2 2018 and has held it in 28 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.