Madison Investment Advisors’s Morgan Stanley MS Stock Holding History

Madison Investment 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
2024 Q4	$21M	Buy	+166,706	New	+$20.5M	0.24%	93

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Madison Investment Advisors's MS Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Morgan Stanley (MS) in Q4 2024: 166,706 shares worth $21M. The stake represents 0.24% of the portfolio and ranks #93 among its holdings.

2,118 funds tracked by Wall St. Rank hold MS as of Q4 2024.

Madison Investment Advisors held 166,706 shares of Morgan Stanley worth $21M as of Q4 2024.
Morgan Stanley was a new Madison Investment Advisors position in Q4 2024.
Morgan Stanley made up 0.24% of Madison Investment Advisors's portfolio in Q4 2024, its #93 holding.
2,118 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.