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Leith Wheeler Investment Counsel’s Morgan Stanley MS Stock Holding History

Leith Wheeler Investment Counsel’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 		– Sell
-2,036
Closed -$238K – 75
2025
Q1 		$238K Buy
+2,036
New +$262K 0.02% 73
2022
Q1 		– Sell
-10,101
Closed -$992K – 57
2021
Q4 		$992K Hold
10,101
– – 0.14% 37
2021
Q3 		$983K Sell
10,101
-20
-0.2% -$1.98K 0.15% 38
2021
Q2 		$928K Hold
10,121
– – 0.14% 36
2021
Q1 		$786K Buy
+10,121
New +$776K 0.13% 36

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
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

Leith Wheeler Investment Counsel's MS Position: Q2 2025 in Review

Leith Wheeler Investment Counsel sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 2,036 shares — an estimated $238K sold.

Leith Wheeler Investment Counsel first reported a position in MS in Q1 2021 and held it in 5 quarters. The position peaked at $992K in Q4 2021. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Leith Wheeler Investment Counsel reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 2,036 Morgan Stanley shares in Q2 2025, an estimated $238K.
  • Leith Wheeler Investment Counsel first reported a position in Morgan Stanley in Q1 2021 and held it in 5 quarters.
  • Leith Wheeler Investment Counsel's Morgan Stanley position peaked at $992K in Q4 2021.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2025, filed 25 Jul 2025.