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Legacy Investment Solutions’s Morgan Stanley MS Stock Holding History

Legacy Investment Solutions’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
Q2 		$564 Buy
+4
New +$491 ﹤0.01% 645
2024
Q4 		$560 Hold
4
– – ﹤0.01% 651
2024
Q3 		$532 Buy
+4
New +$403 ﹤0.01% 605

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State Street
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BlackRock
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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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Investment Solutions's MS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Morgan Stanley (MS) in Q2 2025: 4 shares worth $564. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MS in Q3 2024 and has held it in 3 quarters since. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Legacy Investment Solutions held 4 shares of Morgan Stanley worth $564 as of Q2 2025.
  • Morgan Stanley was a new Legacy Investment Solutions position in Q2 2025.
  • Morgan Stanley made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #645 holding.
  • Legacy Investment Solutions first reported a position in Morgan Stanley in Q3 2024 and has held it in 3 quarters since.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.