IWP
MS icon

Icon Wealth Partners’s Morgan Stanley MS Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$272K Sell
3,327
-3,409
-51% -$296K 0.03% 247
2023
Q2 		$575K Buy
6,736
+3,071
+84% +$263K 0.06% 178
2023
Q1 		$322K Buy
+3,665
New +$342K 0.04% 248
2022
Q2 		– Sell
-2,288
Closed -$200K – 320
2022
Q1 		$200K Buy
2,288
+38
+2% +$3.67K 0.02% 321
2021
Q4 		$221K Sell
2,250
-944
-30% -$94K 0.02% 301
2021
Q3 		$311K Sell
3,194
-1,063
-25% -$105K 0.03% 280
2021
Q2 		$390K Sell
4,257
-701
-14% -$60.1K 0.04% 257
2021
Q1 		$385K Buy
4,958
+1,793
+57% +$137K 0.05% 241
2020
Q4 		$217K Buy
+3,165
New +$182K 0.03% 262
2020
Q3 		– Sell
-9,188
Closed -$444K – 300
2020
Q2 		$444K Buy
+9,188
New +$386K 0.11% 139
2019
Q2 		– Sell
-2,044
Closed -$86K – 548
2019
Q1 		$86K Buy
+2,044
New +$86K 0.03% 254
2018
Q4 		– Sell
-4,755
Closed -$221K – 242
2018
Q3 		$221K Sell
4,755
-1,405
-23% -$68.6K 0.09% 161
2018
Q2 		$292K Sell
6,160
-1,685
-21% -$88K 0.12% 124
2018
Q1 		$423K Sell
7,845
-2,686
-26% -$149K 0.23% 98
2017
Q4 		$553K Buy
+10,531
New +$533K 0.27% 81

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Icon Wealth Partners's MS Position: Q3 2023 in Review

Icon Wealth Partners reduced its Morgan Stanley (MS) stake by 51% in Q3 2023, selling an estimated $296K and leaving 3,327 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #247.

Icon Wealth Partners first reported a position in MS in Q4 2017 and has held it in 15 quarters since. The position peaked at $575K in Q2 2023. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Icon Wealth Partners held 3,327 shares of Morgan Stanley worth $272K as of Q3 2023.
  • Icon Wealth Partners sold 3,409 Morgan Stanley shares in Q3 2023, an estimated $296K.
  • Morgan Stanley made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #247 holding.
  • Icon Wealth Partners first reported a position in Morgan Stanley in Q4 2017 and has held it in 15 quarters since.
  • Icon Wealth Partners's Morgan Stanley position peaked at $575K in Q2 2023.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.