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Householder Group Estate & Retirement Specialist’s Morgan Stanley MS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$5K Sell
46
-1,040
-96% -$128K ﹤0.01% 427
2024
Q3 		$113K Buy
1,086
+5
+0.5% +$504 0.03% 341
2024
Q2 		$105K Buy
1,081
+485
+81% +$46.2K 0.03% 341
2024
Q1 		$56.1K Buy
596
+1
+0.2% +$88 0.02% 455
2023
Q4 		$55K Buy
595
+2
+0.3% +$160 0.02% 446
2023
Q3 		$48.5K Buy
+593
New +$51.5K 0.02% 451
2023
Q1 		$116K Buy
+1,324
New +$124K 0.04% 278
2022
Q4 		– Sell
-71
Closed -$5K – 813
2022
Q3 		$5K Buy
+71
New +$5.98K ﹤0.01% 862

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Householder Group Estate & Retirement Specialist's MS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Morgan Stanley (MS) stake by 96% in Q4 2024, selling an estimated $128K and leaving 46 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Householder Group Estate & Retirement Specialist first reported a position in MS in Q3 2022 and has held it in 8 quarters since. The position peaked at $116K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 46 shares of Morgan Stanley worth $5K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,040 Morgan Stanley shares in Q4 2024, an estimated $128K.
  • Morgan Stanley made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #427 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Morgan Stanley in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Morgan Stanley position peaked at $116K in Q1 2023.
  • 2,113 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.