L.M. Kohn & Company’s Morgan Stanley MS Stock Holding History

L.M. Kohn & Company’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	$207K	Sell	1,300 -1,238	-49%	-$183K	0.25%	115
2025 Q2	$358K	Sell	2,538 -583	-19%	-$71.6K	0.1%	176
2025 Q1	$364K	Sell	3,121 -81	-3%	-$10.4K	0.1%	174
2024 Q4	$403K	Buy	3,202 +180	+6%	+$22.2K	0.1%	157
2024 Q3	$315K	Buy	3,022 +344	+13%	+$34.6K	0.08%	199
2024 Q2	$260K	Sell	2,678 -142	-5%	-$13.5K	0.07%	217
2024 Q1	$265K	Buy	2,820 +39	+1%	+$3.43K	0.07%	212
2023 Q4	$259K	Buy	+2,781	New	+$222K	0.08%	196

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

L.M. Kohn & Company's MS Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Morgan Stanley (MS) stake by 49% in Q3 2025, selling an estimated $183K and leaving 1,300 shares worth $207K. The position accounts for 0.25% of the portfolio, ranked #115.

L.M. Kohn & Company first reported a position in MS in Q4 2023 and has held it in 8 quarters since. The position peaked at $403K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

L.M. Kohn & Company held 1,300 shares of Morgan Stanley worth $207K as of Q3 2025.
L.M. Kohn & Company sold 1,238 Morgan Stanley shares in Q3 2025, an estimated $183K.
Morgan Stanley made up 0.25% of L.M. Kohn & Company's portfolio in Q3 2025, its #115 holding.
L.M. Kohn & Company first reported a position in Morgan Stanley in Q4 2023 and has held it in 8 quarters since.
L.M. Kohn & Company's Morgan Stanley position peaked at $403K in Q4 2024.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.