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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
2020
Q1 		– Sell
-50
Closed -$1K – 256
2019
Q4 		$1K Buy
+50
New +$2.37K ﹤0.01% 264

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.