Kessler Investment Group’s Morgan Stanley MS Stock Holding History

Kessler Investment 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 Q3	–	Sell	-15	Closed	-$2.11K	–	154
2025 Q2	$2.11K	Hold	15	–	–	﹤0.01%	178
2025 Q1	$1.75K	Hold	15	–	–	﹤0.01%	181
2024 Q4	$1.89K	Hold	15	–	–	﹤0.01%	149
2024 Q3	$1.56K	Hold	15	–	–	﹤0.01%	153
2024 Q2	$1.46K	Hold	15	–	–	﹤0.01%	165
2024 Q1	$1.41K	Buy	+15	New	+$1.32K	﹤0.01%	159
2022 Q2	–	Sell	-50,351	Closed	-$4.4M	–	182
2022 Q1	$4.4M	Sell	50,351 -257	-0.5%	-$24.8K	2.55%	16
2021 Q4	$4.97M	Buy	50,608 +10,237	+25%	+$1.02M	2.79%	16
2021 Q3	$3.93M	Buy	+40,371	New	+$4M	2.79%	14
2018 Q4	–	Sell	-242	Closed	-$11K	–	129
2018 Q3	$11K	Sell	242 -20,574	-99%	-$1M	0.01%	114
2018 Q2	$987K	Sell	20,816 -631	-3%	-$33K	1.18%	28
2018 Q1	$1.16M	Buy	+21,447	New	+$1.19M	1.47%	23
2015 Q4	–	Sell	-16,515	Closed	-$520K	–	106
2015 Q3	$520K	Sell	16,515 -116	-0.7%	-$4.22K	0.86%	37
2015 Q2	$645K	Buy	+16,631	New	+$633K	1.03%	36
2013 Q4	–	Sell	-3,464	Closed	-$93K	–	169
2013 Q3	$93K	Buy	+3,464	New	+$92.9K	0.25%	56

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kessler Investment Group's MS Position: Q3 2025 in Review

Kessler Investment Group sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 15 shares — an estimated $2.11K sold.

Kessler Investment Group first reported a position in MS in Q3 2013 and held it in 15 quarters. The position peaked at $4.97M in Q4 2021. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Kessler Investment Group reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 15 Morgan Stanley shares in Q3 2025, an estimated $2.11K.
Kessler Investment Group first reported a position in Morgan Stanley in Q3 2013 and held it in 15 quarters.
Kessler Investment Group's Morgan Stanley position peaked at $4.97M in Q4 2021.
2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.