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Knollwood Investment Advisory’s Morgan Stanley MS Stock Holding History

Knollwood Investment Advisory’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 		– Sell
-4,181
Closed -$665K – 337
2025
Q3 		$665K Sell
4,181
-77
-2% -$11.4K 0.06% 236
2025
Q2 		$600K Hold
4,258
– – 0.06% 240
2025
Q1 		$497K Hold
4,258
– – 0.05% 257
2024
Q4 		$535K Hold
4,258
– – 0.06% 253
2024
Q3 		$444K Hold
4,258
– – 0.05% 275
2024
Q2 		$414K Buy
+4,258
New +$405K 0.05% 279

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Knollwood Investment Advisory's MS Position: Q4 2025 in Review

Knollwood Investment Advisory sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 4,181 shares — an estimated $665K sold.

Knollwood Investment Advisory first reported a position in MS in Q2 2024 and held it in 6 quarters. The position peaked at $665K in Q3 2025. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Knollwood Investment Advisory reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Knollwood Investment Advisory sold 4,181 Morgan Stanley shares in Q4 2025, an estimated $665K.
  • Knollwood Investment Advisory first reported a position in Morgan Stanley in Q2 2024 and held it in 6 quarters.
  • Knollwood Investment Advisory's Morgan Stanley position peaked at $665K in Q3 2025.
  • 2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Knollwood Investment Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.