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Koesten Hirschmann & Crabtree’s Morgan Stanley MS Stock Holding History

Koesten Hirschmann & Crabtree’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
-35
Closed -$4.98K – 337
2025
Q2 		$4.98K Buy
+35
New +$4.3K ﹤0.01% 177

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 $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Koesten Hirschmann & Crabtree's MS Position: Q3 2025 in Review

Koesten Hirschmann & Crabtree sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 35 shares — an estimated $4.98K sold.

Koesten Hirschmann & Crabtree first reported a position in MS in Q2 2025 and held it in 1 quarter. The position peaked at $4.98K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 35 Morgan Stanley shares in Q3 2025, an estimated $4.98K.
  • Koesten Hirschmann & Crabtree first reported a position in Morgan Stanley in Q2 2025 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Morgan Stanley position peaked at $4.98K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2025, filed 5 Nov 2025.