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Iron Horse Wealth Management’s Morgan Stanley MS Stock Holding History

Iron Horse Wealth 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
Q2 		$36.5K Sell
259
-7
-3% -$860 0.01% 161
2025
Q1 		$31K Buy
266
+84
+46% +$10.8K 0.01% 158
2024
Q4 		$22.9K Hold
182
– – 0.01% 172
2024
Q3 		$19K Hold
182
– – 0.01% 183
2024
Q2 		$17.7K Hold
182
– – 0.01% 173
2024
Q1 		$17.1K Hold
182
– – 0.01% 148
2023
Q4 		$17K Hold
182
– – 0.01% 136
2023
Q3 		$14.9K Buy
+182
New +$15.8K 0.01% 141

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iron Horse Wealth Management's MS Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Morgan Stanley (MS) stake by 2.6% in Q2 2025, selling an estimated $860 and leaving 259 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #161.

Iron Horse Wealth Management first reported a position in MS in Q3 2023 and has held it in 8 quarters since. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Iron Horse Wealth Management held 259 shares of Morgan Stanley worth $36.5K as of Q2 2025.
  • Iron Horse Wealth Management sold 7 Morgan Stanley shares in Q2 2025, an estimated $860.
  • Morgan Stanley made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #161 holding.
  • Iron Horse Wealth Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 8 quarters since.
  • 2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.