Guerra Advisors’s Morgan Stanley MS Stock Holding History

Guerra 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 Q3	$49.8K	Buy	+313	New	+$46.2K	0.02%	158

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

Guerra Advisors's MS Position: Q3 2025 in Review

Guerra Advisors opened a new position in Morgan Stanley (MS) in Q3 2025: 313 shares worth $49.8K. The stake represents 0.02% of the portfolio and ranks #158 among its holdings.

2,259 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Guerra Advisors held 313 shares of Morgan Stanley worth $49.8K as of Q3 2025.
Morgan Stanley was a new Guerra Advisors position in Q3 2025.
Morgan Stanley made up 0.02% of Guerra Advisors's portfolio in Q3 2025, its #158 holding.
2,259 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.