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Kolinsky Wealth Management’s Morgan Stanley MS Stock Holding History

Kolinsky 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
2024
Q4 		$245K Buy
+1,952
New +$240K 0.15% 137
2022
Q2 		– Sell
-2,620
Closed -$229K – 141
2022
Q1 		$229K Buy
2,620
+71
+3% +$6.85K 0.22% 117
2021
Q4 		$250K Buy
+2,549
New +$254K 0.23% 116

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Kolinsky Wealth Management's MS Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Morgan Stanley (MS) in Q4 2024: 1,952 shares worth $245K. The stake represents 0.15% of the portfolio and ranks #137 among its holdings. This is a return to the name: Kolinsky Wealth Management previously reported a position in MS as recently as Q1 2022.

Kolinsky Wealth Management first reported a position in MS in Q4 2021 and has held it in 3 quarters since. The position peaked at $250K in Q4 2021. 2,118 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Kolinsky Wealth Management held 1,952 shares of Morgan Stanley worth $245K as of Q4 2024.
  • Morgan Stanley was a new Kolinsky Wealth Management position in Q4 2024.
  • Morgan Stanley made up 0.15% of Kolinsky Wealth Management's portfolio in Q4 2024, its #137 holding.
  • Kolinsky Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 3 quarters since.
  • Kolinsky Wealth Management's Morgan Stanley position peaked at $250K in Q4 2021.
  • 2,118 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.