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Lion Street Advisors’s Morgan Stanley MS Stock Holding History

Lion Street 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
-2,698
Closed -$380K – 308
2025
Q2 		$380K Sell
2,698
-13
-0.5% -$1.6K 0.12% 186
2025
Q1 		$316K Buy
2,711
+18
+0.7% +$2.32K 0.1% 198
2024
Q4 		$339K Sell
2,693
-137
-5% -$16.9K 0.11% 187
2024
Q3 		$295K Sell
2,830
-39
-1% -$3.93K 0.1% 202
2024
Q2 		$279K Buy
2,869
+89
+3% +$8.47K 0.1% 201
2024
Q1 		$259K Hold
2,780
– – 0.11% 203
2023
Q4 		$259K Sell
2,780
-3,513
-56% -$281K 0.11% 203
2023
Q3 		$514K Buy
+6,293
New +$546K 0.17% 118
2023
Q2 		– Sell
-4,343
Closed -$381K – 276
2023
Q1 		$381K Buy
+4,343
New +$405K 0.12% 147
2022
Q4 		– Sell
-2,776
Closed -$219K – 162
2022
Q3 		$219K Buy
+2,776
New +$234K 0.11% 120
2020
Q2 		– Sell
-215
Closed -$7K – 260
2020
Q1 		$7K Buy
+215
New +$10.1K 0.04% 202

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 $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lion Street Advisors's MS Position: Q3 2025 in Review

Lion Street Advisors sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 2,698 shares — an estimated $380K sold.

Lion Street Advisors first reported a position in MS in Q1 2020 and held it in 11 quarters. The position peaked at $514K in Q3 2023. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Lion Street Advisors reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 2,698 Morgan Stanley shares in Q3 2025, an estimated $380K.
  • Lion Street Advisors first reported a position in Morgan Stanley in Q1 2020 and held it in 11 quarters.
  • Lion Street Advisors's Morgan Stanley position peaked at $514K in Q3 2023.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.