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Institutional & Family Asset Management’s Morgan Stanley MS Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$4.53M Sell
46,631
-1,291
-3% -$123K 0.69% 45
2024
Q1 		$4.51M Sell
47,922
-3,588
-7% -$316K 0.72% 45
2023
Q4 		$4.8M Sell
51,510
-550
-1% -$44K 0.79% 30
2023
Q3 		$4.25M Buy
52,060
+64
+0.1% +$5.56K 0.7% 48
2023
Q2 		$4.44M Sell
51,996
-270
-0.5% -$23.1K 0.72% 46
2023
Q1 		$4.59M Sell
52,266
-4,488
-8% -$419K 0.76% 46
2022
Q4 		$4.83M Sell
56,754
-84
-0.1% -$7.16K 0.8% 35
2022
Q3 		$4.49M Buy
56,838
+11,197
+25% +$944K 0.8% 33
2022
Q2 		$3.47M Buy
45,641
+2,536
+6% +$208K 0.6% 57
2022
Q1 		$3.77M Buy
43,105
+543
+1% +$52.4K 0.59% 57
2021
Q4 		$4.18M Sell
42,562
-1,756
-4% -$175K 0.65% 40
2021
Q3 		$4.31M Sell
44,318
-3,671
-8% -$364K 0.69% 36
2021
Q2 		$4.4M Sell
47,989
-7,707
-14% -$661K 0.73% 32
2021
Q1 		$4.33M Buy
55,696
+11,833
+27% +$907K 0.84% 22
2020
Q4 		$3.01M Sell
43,863
-10,996
-20% -$631K 0.63% 53
2020
Q3 		$2.65M Sell
54,859
-19,759
-26% -$995K 0.62% 61
2020
Q2 		$3.6M Sell
74,618
-9,511
-11% -$399K 0.75% 35
2020
Q1 		$2.86M Buy
84,129
+23,982
+40% +$1.13M 0.66% 59
2019
Q4 		$3.08M Sell
60,147
-6,714
-10% -$318K 0.65% 61
2019
Q3 		$2.85M Buy
66,861
+640
+1% +$27.4K 0.63% 64
2019
Q2 		$2.9M Sell
66,221
-7,436
-10% -$332K 0.63% 65
2019
Q1 		$3.11M Buy
73,657
+3,635
+5% +$153K 0.65% 65
2018
Q4 		$2.78M Buy
70,022
+8,980
+15% +$392K 0.62% 68
2018
Q3 		$2.84M Buy
61,042
+622
+1% +$30.4K 0.56% 71
2018
Q2 		$2.86M Buy
60,420
+60,330
+67,033% +$3.15M 0.6% 69
2018
Q1 		$5K Buy
+90
New +$4.98K ﹤0.01% 599

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
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

Institutional & Family Asset Management's MS Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Morgan Stanley (MS) stake by 2.7% in Q2 2024, selling an estimated $123K and leaving 46,631 shares worth $4.53M. The position accounts for 0.69% of the portfolio, ranked #45.

Institutional & Family Asset Management first reported a position in MS in Q1 2018 and has held it in 26 quarters since. The position peaked at $4.83M in Q4 2022. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Institutional & Family Asset Management held 46,631 shares of Morgan Stanley worth $4.53M as of Q2 2024.
  • Institutional & Family Asset Management sold 1,291 Morgan Stanley shares in Q2 2024, an estimated $123K.
  • Morgan Stanley made up 0.69% of Institutional & Family Asset Management's portfolio in Q2 2024, its #45 holding.
  • Institutional & Family Asset Management first reported a position in Morgan Stanley in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Morgan Stanley position peaked at $4.83M in Q4 2022.
  • 1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.