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Longbow Finance’s Morgan Stanley MS Stock Holding History

Longbow Finance’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
Q2 		– Sell
-29,358
Closed -$3.43M – 88
2025
Q1 		$3.43M Sell
29,358
-6,304
-18% -$812K 0.41% 67
2024
Q4 		$4.48M Buy
+35,662
New +$4.39M 0.49% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Longbow Finance's MS Position: Q2 2025 in Review

Longbow Finance sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 29,358 shares — an estimated $3.43M sold.

Longbow Finance first reported a position in MS in Q4 2024 and held it in 2 quarters. The position peaked at $4.48M in Q4 2024. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Longbow Finance reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Longbow Finance sold 29,358 Morgan Stanley shares in Q2 2025, an estimated $3.43M.
  • Longbow Finance first reported a position in Morgan Stanley in Q4 2024 and held it in 2 quarters.
  • Longbow Finance's Morgan Stanley position peaked at $4.48M in Q4 2024.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Longbow Finance's 13F filing for Q2 2025, filed 5 Aug 2025.