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Longboard Asset Management’s Morgan Stanley MS Stock Holding History

Longboard Asset Management’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 		– Sell
-1,796
Closed -$285K – 184
2025
Q3 		$285K Buy
+1,796
New +$265K 0.46% 31

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
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Longboard Asset Management's MS Position: Q4 2025 in Review

Longboard Asset Management sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 1,796 shares — an estimated $285K sold.

Longboard Asset Management first reported a position in MS in Q3 2025 and held it in 1 quarter. The position peaked at $285K in Q3 2025. 2,529 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Longboard Asset Management reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 1,796 Morgan Stanley shares in Q4 2025, an estimated $285K.
  • Longboard Asset Management first reported a position in Morgan Stanley in Q3 2025 and held it in 1 quarter.
  • Longboard Asset Management's Morgan Stanley position peaked at $285K in Q3 2025.
  • 2,529 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.