Human Investing’s Morgan Stanley MS Stock Holding History

Human Investing’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	-589	Closed	-$74.1K	–	174
2024 Q4	$74.1K	Buy	+589	New	+$72.5K	0.01%	125
2021 Q2	–	Sell	-565	Closed	-$44K	–	218
2021 Q1	$44K	Hold	565	–	–	0.01%	162
2020 Q4	$39K	Hold	565	–	–	0.01%	171
2020 Q3	$27K	Hold	565	–	–	0.01%	185
2020 Q2	$27K	Hold	565	–	–	0.01%	175
2020 Q1	$19K	Hold	565	–	–	0.01%	198
2019 Q4	$29K	Hold	565	–	–	0.01%	228
2019 Q3	$24K	Sell	565 -114	-17%	-$4.87K	0.01%	234
2019 Q2	$30K	Sell	679 -2,104	-76%	-$93.8K	0.01%	229
2019 Q1	$117K	Buy	2,783 +113	+4%	+$4.75K	0.04%	131
2018 Q4	$106K	Buy	+2,670	New	+$117K	0.04%	146

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Human Investing's MS Position: Q1 2025 in Review

Human Investing sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 589 shares — an estimated $74.1K sold.

Human Investing first reported a position in MS in Q4 2018 and held it in 11 quarters. The position peaked at $117K in Q1 2019. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Human Investing reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
Human Investing sold 589 Morgan Stanley shares in Q1 2025, an estimated $74.1K.
Human Investing first reported a position in Morgan Stanley in Q4 2018 and held it in 11 quarters.
Human Investing's Morgan Stanley position peaked at $117K in Q1 2019.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.