Heck Capital Advisors’s Morgan Stanley MS Stock Holding History

Heck Capital 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 Q1	–	Sell	-340	Closed	-$42.7K	–	587
2024 Q4	$42.7K	Buy	+340	New	+$41.9K	﹤0.01%	385

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heck Capital Advisors's MS Position: Q1 2025 in Review

Heck Capital Advisors sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 340 shares — an estimated $42.7K sold.

Heck Capital Advisors first reported a position in MS in Q4 2024 and held it in 1 quarter. The position peaked at $42.7K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Heck Capital Advisors reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 340 Morgan Stanley shares in Q1 2025, an estimated $42.7K.
Heck Capital Advisors first reported a position in Morgan Stanley in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Morgan Stanley position peaked at $42.7K in Q4 2024.
2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.