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Keudell/Morrison Wealth Management’s Morgan Stanley MS Stock Holding History

Keudell/Morrison 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 		$226K Buy
+1,606
New +$197K 0.05% 203
2025
Q1 		– Sell
-1,998
Closed -$251K – 228
2024
Q4 		$251K Sell
1,998
-387
-16% -$47.7K 0.07% 179
2024
Q3 		$249K Buy
+2,385
New +$240K 0.07% 183

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Keudell/Morrison Wealth Management's MS Position: Q2 2025 in Review

Keudell/Morrison Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2025: 1,606 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #203 among its holdings. This is a return to the name: Keudell/Morrison Wealth Management previously reported a position in MS as recently as Q4 2024.

Keudell/Morrison Wealth Management first reported a position in MS in Q3 2024 and has held it in 3 quarters since. The position peaked at $251K in Q4 2024. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Keudell/Morrison Wealth Management held 1,606 shares of Morgan Stanley worth $226K as of Q2 2025.
  • Morgan Stanley was a new Keudell/Morrison Wealth Management position in Q2 2025.
  • Morgan Stanley made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #203 holding.
  • Keudell/Morrison Wealth Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 3 quarters since.
  • Keudell/Morrison Wealth Management's Morgan Stanley position peaked at $251K in Q4 2024.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.