Helios Capital Management’s Morgan Stanley MS Stock Holding History

Helios Capital 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 Q1	–	Sell	-11,300	Closed	-$1.42M	–	38
2024 Q4	$1.42M	Hold	11,300	–	–	0.83%	23
2024 Q3	$1.18M	Hold	11,300	–	–	0.73%	30
2024 Q2	$1.1M	Hold	11,300	–	–	0.72%	29
2024 Q1	$1.06M	Hold	11,300	–	–	0.75%	30
2023 Q4	$1.05M	Buy	+11,300	New	+$904K	0.83%	28
2022 Q3	$893K	Buy	+11,300	New	+$952K	1.71%	23
2022 Q1	–	Sell	-33,000	Closed	-$3.24M	–	48
2021 Q4	$3.24M	Buy	+33,000	New	+$3.29M	2.94%	9

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

Helios Capital Management's MS Position: Q1 2025 in Review

Helios Capital Management sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 11,300 shares — an estimated $1.42M sold.

Helios Capital Management first reported a position in MS in Q4 2021 and held it in 7 quarters. The position peaked at $3.24M in Q4 2021. 2,102 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Helios Capital Management reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
Helios Capital Management sold 11,300 Morgan Stanley shares in Q1 2025, an estimated $1.42M.
Helios Capital Management first reported a position in Morgan Stanley in Q4 2021 and held it in 7 quarters.
Helios Capital Management's Morgan Stanley position peaked at $3.24M in Q4 2021.
2,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Helios Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.