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IQ EQ Fund Management’s Morgan Stanley MS Stock Holding History

IQ EQ Fund 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
Q1 		– Sell
-2,522
Closed -$317K – 315
2024
Q4 		$317K Sell
2,522
-33
-1% -$4.06K 0.04% 254
2024
Q3 		$266K Sell
2,555
-82
-3% -$8.26K 0.03% 292
2024
Q2 		$256K Hold
2,637
– – 0.03% 279
2024
Q1 		$248K Buy
+2,637
New +$232K 0.03% 269

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 $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IQ EQ Fund Management's MS Position: Q1 2025 in Review

IQ EQ Fund Management sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 2,522 shares — an estimated $317K sold.

IQ EQ Fund Management first reported a position in MS in Q1 2024 and held it in 4 quarters. The position peaked at $317K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • IQ EQ Fund Management reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • IQ EQ Fund Management sold 2,522 Morgan Stanley shares in Q1 2025, an estimated $317K.
  • IQ EQ Fund Management first reported a position in Morgan Stanley in Q1 2024 and held it in 4 quarters.
  • IQ EQ Fund Management's Morgan Stanley position peaked at $317K in Q4 2024.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on IQ EQ Fund Management's 13F filing for Q1 2025, filed 9 May 2025.