KIM
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Kestra Investment Management’s Morgan Stanley MS Stock Holding History

Kestra Investment Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11K Hold
94
– – ﹤0.01% 700
2025
Q1 		$11K Sell
94
-647
-87% -$75.5K ﹤0.01% 614
2024
Q4 		$93.2K Buy
+741
New +$93.2K ﹤0.01% 444