MLG Wealth Management DBA Pine Grove Financial Group’s Morgan Stanley MS Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 Q4	$257K	Buy	+1,448	New	+$242K	0.03%	166

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group's MS Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Morgan Stanley (MS) in Q4 2025: 1,448 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #166 among its holdings.

2,527 funds tracked by Wall St. Rank hold MS as of Q4 2025.

MLG Wealth Management DBA Pine Grove Financial Group held 1,448 shares of Morgan Stanley worth $257K as of Q4 2025.
Morgan Stanley was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
Morgan Stanley made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #166 holding.
2,527 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.