LC
MS icon

Lindbrook Capital’s Morgan Stanley MS Stock Holding History

Lindbrook Capital’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 		$586K Sell
5,022
-1,134
-18% -$146K 0.05% 200
2024
Q4 		$774K Buy
6,156
+73
+1% +$8.99K 0.07% 162
2024
Q3 		$634K Buy
6,083
+388
+7% +$39.1K 0.06% 190
2024
Q2 		$553K Buy
5,695
+325
+6% +$30.9K 0.05% 194
2024
Q1 		$506K Buy
5,370
+184
+4% +$16.2K 0.05% 217
2023
Q4 		$484K Sell
5,186
-420
-7% -$33.6K 0.05% 207
2023
Q3 		$458K Buy
5,606
+563
+11% +$48.9K 0.05% 191
2023
Q2 		$431K Sell
5,043
-48
-0.9% -$4.11K 0.05% 197
2023
Q1 		$447K Buy
5,091
+700
+16% +$65.3K 0.05% 187
2022
Q4 		$373K Sell
4,391
-391
-8% -$33.3K 0.05% 213
2022
Q3 		$378K Buy
4,782
+762
+19% +$64.2K 0.06% 179
2022
Q2 		$306K Sell
4,020
-23
-0.6% -$1.88K 0.05% 213
2022
Q1 		$353K Sell
4,043
-232
-5% -$22.4K 0.05% 201
2021
Q4 		$420K Buy
4,275
+2,600
+155% +$259K 0.06% 184
2021
Q3 		$163K Buy
1,675
+71
+4% +$7.04K 0.04% 185
2021
Q2 		$147K Sell
1,604
-22
-1% -$1.89K 0.03% 224
2021
Q1 		$126K Buy
1,626
+207
+15% +$15.9K 0.03% 233
2020
Q4 		$97K Buy
1,419
+162
+13% +$9.29K 0.02% 254
2020
Q3 		$61K Sell
1,257
-403
-24% -$20.3K 0.02% 308
2020
Q2 		$80K Sell
1,660
-10
-0.6% -$420 0.02% 253
2020
Q1 		$57K Buy
1,670
+79
+5% +$3.72K 0.02% 291
2019
Q4 		$81K Buy
1,591
+5
+0.3% +$237 0.03% 293
2019
Q3 		$68K Sell
1,586
-27
-2% -$1.15K 0.03% 324
2019
Q2 		$70K Hold
1,613
– – 0.03% 315
2019
Q1 		$68K Hold
1,613
– – 0.03% 316
2018
Q4 		$63K Buy
+1,613
New +$70.4K 0.03% 277

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's MS Position: Q1 2025 in Review

Lindbrook Capital reduced its Morgan Stanley (MS) stake by 18% in Q1 2025, selling an estimated $146K and leaving 5,022 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #200.

Lindbrook Capital first reported a position in MS in Q4 2018 and has held it in 26 quarters since. The position peaked at $774K in Q4 2024. 2,101 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Lindbrook Capital held 5,022 shares of Morgan Stanley worth $586K as of Q1 2025.
  • Lindbrook Capital sold 1,134 Morgan Stanley shares in Q1 2025, an estimated $146K.
  • Morgan Stanley made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #200 holding.
  • Lindbrook Capital first reported a position in Morgan Stanley in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Morgan Stanley position peaked at $774K in Q4 2024.
  • 2,101 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.