HWM
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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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Horizons Wealth Management's MS Position: Q3 2025 in Review

Horizons Wealth Management sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 17 shares — an estimated $2.4K sold.

Horizons Wealth Management first reported a position in MS in Q2 2023 and held it in 9 quarters. The position peaked at $2.4K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Horizons Wealth Management reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Horizons Wealth Management sold 17 Morgan Stanley shares in Q3 2025, an estimated $2.4K.
  • Horizons Wealth Management first reported a position in Morgan Stanley in Q2 2023 and held it in 9 quarters.
  • Horizons Wealth Management's Morgan Stanley position peaked at $2.4K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Horizons Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.