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Livelsberger Financial Advisory’s Morgan Stanley MS Stock Holding History

Livelsberger Financial Advisory’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
-613
Closed -$86.4K – 55
2025
Q2 		$86.4K Buy
+613
New +$75.3K 1.67% 20
2024
Q4 		– Sell
-613
Closed -$63.9K – 52
2024
Q3 		$63.9K Buy
+613
New +$61.7K 1.34% 20
2024
Q1 		– Sell
-597
Closed -$55.6K – 132
2023
Q4 		$55.6K Buy
+597
New +$47.8K 0.05% 149

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

Livelsberger Financial Advisory's MS Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 613 shares — an estimated $86.4K sold.

Livelsberger Financial Advisory first reported a position in MS in Q4 2023 and held it in 3 quarters. The position peaked at $86.4K in Q2 2025. 2,262 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 613 Morgan Stanley shares in Q3 2025, an estimated $86.4K.
  • Livelsberger Financial Advisory first reported a position in Morgan Stanley in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Morgan Stanley position peaked at $86.4K in Q2 2025.
  • 2,262 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.