Helium Advisors’s Morgan Stanley MS Stock Holding History

Helium 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 Q4	–	Sell	-1,282	Closed	-$204K	–	91
2025 Q3	$204K	Buy	+1,282	New	+$189K	0.17%	85

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

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

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

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

Helium Advisors's MS Position: Q4 2025 in Review

Helium Advisors sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 1,282 shares — an estimated $204K sold.

Helium Advisors first reported a position in MS in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 2,528 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Helium Advisors reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
Helium Advisors sold 1,282 Morgan Stanley shares in Q4 2025, an estimated $204K.
Helium Advisors first reported a position in Morgan Stanley in Q3 2025 and held it in 1 quarter.
Helium Advisors's Morgan Stanley position peaked at $204K in Q3 2025.
2,528 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Helium Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.