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Magellan Asset Management’s Morgan Stanley MS Stock Holding History

Magellan 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
Q3 		– Sell
-164,869
Closed -$23.2M – 84
2025
Q2 		$23.2M Buy
164,869
+5,146
+3% +$632K 0.27% 47
2025
Q1 		$18.6M Buy
159,723
+16,475
+12% +$2.12M 0.23% 50
2024
Q4 		$18M Buy
+143,248
New +$17.6M 0.2% 49
2023
Q1 		– Sell
-1,530
Closed -$130K – 159
2022
Q4 		$130K Buy
+1,530
New +$130K ﹤0.01% 103

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 $3.38T AUM 44.17% 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

Magellan Asset Management's MS Position: Q3 2025 in Review

Magellan Asset Management sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 164,869 shares — an estimated $23.2M sold.

Magellan Asset Management first reported a position in MS in Q4 2022 and held it in 4 quarters. The position peaked at $23.2M in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Magellan Asset Management reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Magellan Asset Management sold 164,869 Morgan Stanley shares in Q3 2025, an estimated $23.2M.
  • Magellan Asset Management first reported a position in Morgan Stanley in Q4 2022 and held it in 4 quarters.
  • Magellan Asset Management's Morgan Stanley position peaked at $23.2M in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Magellan Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.