HWM
MS icon

Horizons Wealth Management’s Morgan Stanley MS Stock Holding History

Horizons Wealth 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
Q3 		– Sell
-17
Closed -$2.4K – 176
2025
Q2 		$2.4K Hold
17
– – ﹤0.01% 170
2025
Q1 		$1.98K Hold
17
– – ﹤0.01% 170
2024
Q4 		$2.14K Hold
17
– – ﹤0.01% 162
2024
Q3 		$1.77K Hold
17
– – ﹤0.01% 165
2024
Q2 		$1.74K Hold
17
– – ﹤0.01% 166
2024
Q1 		$1.58K Hold
17
– – ﹤0.01% 172
2023
Q4 		$1.58K Hold
17
– – ﹤0.01% 172
2023
Q3 		$1.39K Hold
17
– – ﹤0.01% 174
2023
Q2 		$1.45K Buy
+17
New +$1.45K ﹤0.01% 199

Other funds holding MS

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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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return