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 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

Legend Financial Advisors's MS Position: Q3 2025 in Review

Legend Financial Advisors sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 87 shares — an estimated $12.3K sold.

Legend Financial Advisors first reported a position in MS in Q3 2022 and held it in 11 quarters. The position peaked at $12.3K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Legend Financial Advisors reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 87 Morgan Stanley shares in Q3 2025, an estimated $12.3K.
Legend Financial Advisors first reported a position in Morgan Stanley in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Morgan Stanley position peaked at $12.3K in Q2 2025.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.