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Lane & Associates’s Morgan Stanley MS Stock Holding History

Lane & Associates’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
Q1 		$313K Sell
2,680
-209
-7% -$26.9K 0.17% 93
2024
Q4 		$400K Sell
2,889
-62
-2% -$7.64K 0.21% 81
2024
Q3 		$308K Buy
+2,951
New +$297K 0.17% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lane & Associates's MS Position: Q1 2025 in Review

Lane & Associates reduced its Morgan Stanley (MS) stake by 7.2% in Q1 2025, selling an estimated $26.9K and leaving 2,680 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #93.

Lane & Associates first reported a position in MS in Q3 2024 and has held it in 3 quarters since. The position peaked at $400K in Q4 2024. 2,100 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Lane & Associates held 2,680 shares of Morgan Stanley worth $313K as of Q1 2025.
  • Lane & Associates sold 209 Morgan Stanley shares in Q1 2025, an estimated $26.9K.
  • Morgan Stanley made up 0.17% of Lane & Associates's portfolio in Q1 2025, its #93 holding.
  • Lane & Associates first reported a position in Morgan Stanley in Q3 2024 and has held it in 3 quarters since.
  • Lane & Associates's Morgan Stanley position peaked at $400K in Q4 2024.
  • 2,100 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.