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Kathleen S. Wright Associates’s Morgan Stanley MS Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$30.5K Hold
192
– – 0.01% 171
2025
Q2 		$27K Hold
192
– – 0.01% 182
2025
Q1 		$22.4K Hold
192
– – 0.01% 185
2024
Q4 		$24.1K Hold
192
– – 0.01% 185
2024
Q3 		$20K Hold
192
– – 0.01% 207
2024
Q2 		$18.7K Hold
192
– – 0.01% 172
2024
Q1 		$18.1K Hold
192
– – 0.01% 165
2023
Q4 		$17.9K Buy
+192
New +$15.4K 0.01% 146

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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 $2.9T AUM 29.55% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kathleen S. Wright Associates's MS Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Morgan Stanley (MS) position steady in Q3 2025 at 192 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #171.

Kathleen S. Wright Associates first reported a position in MS in Q4 2023 and has held it in 8 quarters since. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Kathleen S. Wright Associates held 192 shares of Morgan Stanley worth $30.5K as of Q3 2025.
  • Kathleen S. Wright Associates left its Morgan Stanley share count unchanged in Q3 2025.
  • Morgan Stanley made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #171 holding.
  • Kathleen S. Wright Associates first reported a position in Morgan Stanley in Q4 2023 and has held it in 8 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.