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Long Run Wealth Advisors’s Morgan Stanley MS Stock Holding History

Long Run Wealth 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
Q4 		$2.06M Buy
11,597
+428
+4% +$71.4K 0.39% 45
2025
Q3 		$1.78M Sell
11,169
-1,116
-9% -$165K 0.35% 49
2025
Q2 		$1.73M Sell
12,285
-1,064
-8% -$131K 0.36% 50
2025
Q1 		$1.56M Buy
13,349
+2,206
+20% +$284K 0.35% 49
2024
Q4 		$1.4M Sell
11,143
-2,136
-16% -$263K 0.34% 51
2024
Q3 		$1.38M Sell
13,279
-158
-1% -$15.9K 0.33% 53
2024
Q2 		$1.31M Sell
13,437
-225
-2% -$21.4K 0.33% 58
2024
Q1 		$1.29M Buy
13,662
+594
+5% +$52.3K 0.34% 53
2023
Q4 		$1.22M Sell
13,068
-250
-2% -$20K 0.35% 53
2023
Q3 		$1.09M Sell
13,318
-5
-0% -$434 0.35% 53
2023
Q2 		$1.14M Sell
13,323
-2,145
-14% -$183K 0.36% 56
2023
Q1 		$1.36M Buy
15,468
+168
+1% +$15.7K 0.46% 52
2022
Q4 		$1.3M Buy
15,300
+285
+2% +$24.3K 0.47% 53
2022
Q3 		$1.19M Buy
15,015
+2,316
+18% +$195K 0.47% 47
2022
Q2 		$966K Buy
12,699
+250
+2% +$20.5K 0.37% 57
2022
Q1 		$1.09M Buy
12,449
+1,259
+11% +$121K 0.38% 55
2021
Q4 		$1.09M Buy
+11,190
New +$1.11M 0.38% 57

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
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 $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Long Run Wealth Advisors's MS Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Morgan Stanley (MS) stake by 3.8% in Q4 2025, buying an estimated $71.4K and bringing the position to 11,597 shares worth $2.06M. The position accounts for 0.39% of the portfolio, ranked #45.

Long Run Wealth Advisors first reported a position in MS in Q4 2021 and has held it in 17 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Long Run Wealth Advisors held 11,597 shares of Morgan Stanley worth $2.06M as of Q4 2025.
  • Long Run Wealth Advisors bought 428 Morgan Stanley shares in Q4 2025, an estimated $71.4K.
  • Morgan Stanley made up 0.39% of Long Run Wealth Advisors's portfolio in Q4 2025, its #45 holding.
  • Long Run Wealth Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.