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Legend Financial Advisors’s Morgan Stanley MS Stock Holding History

Legend Financial Advisors’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
-87
Closed -$12.3K – 115
2025
Q2 		$12.3K Buy
+87
New +$10.7K 0.01% 103
2025
Q1 		– Sell
-87
Closed -$10.9K – 168
2024
Q4 		$10.9K Hold
87
– – 0.01% 110
2024
Q3 		$9.07K Hold
87
– – 0.01% 106
2024
Q2 		$8.46K Hold
87
– – 0.01% 159
2024
Q1 		$8.19K Hold
87
– – 0.01% 144
2023
Q4 		$8.11K Hold
87
– – 0.01% 132
2023
Q3 		$7.11K Hold
87
– – 0.01% 149
2023
Q2 		$7.43K Hold
87
– – 0.01% 165
2023
Q1 		$7.64K Hold
87
– – 0.01% 172
2022
Q4 		$7.4K Hold
87
– – 0.01% 183
2022
Q3 		$6.87K Buy
+87
New +$7.33K 0.01% 170

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return