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Main Street Financial Solutions’s Morgan Stanley MS Stock Holding History

Main Street Financial Solutions’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 		$810K Sell
4,561
-6,723
-60% -$1.12M 0.06% 255
2025
Q3 		$1.79M Buy
11,284
+2,320
+26% +$343K 0.12% 159
2025
Q2 		$1.26M Buy
8,964
+3,661
+69% +$450K 0.09% 188
2025
Q1 		$619K Sell
5,303
-1,750
-25% -$225K 0.05% 273
2024
Q4 		$887K Buy
7,053
+3,143
+80% +$387K 0.09% 182
2024
Q3 		$408K Sell
3,910
-1,566
-29% -$158K 0.04% 352
2024
Q2 		$532K Buy
5,476
+216
+4% +$20.6K 0.05% 310
2024
Q1 		$495K Buy
5,260
+445
+9% +$39.2K 0.05% 307
2023
Q4 		$449K Sell
4,815
-19
-0.4% -$1.52K 0.06% 280
2023
Q3 		$395K Buy
4,834
+118
+3% +$10.2K 0.06% 291
2023
Q2 		$403K Sell
4,716
-81
-2% -$6.93K 0.05% 299
2023
Q1 		$422K Buy
4,797
+12
+0.3% +$1.12K 0.06% 280
2022
Q4 		$408K Buy
4,785
+665
+16% +$56.7K 0.06% 272
2022
Q3 		$326K Sell
4,120
-12
-0.3% -$1.01K 0.05% 308
2022
Q2 		$314K Buy
4,132
+3
+0.1% +$246 0.04% 334
2022
Q1 		$361K Sell
4,129
-303
-7% -$29.2K 0.05% 320
2021
Q4 		$435K Sell
4,432
-238
-5% -$23.7K 0.06% 301
2021
Q3 		$454K Buy
4,670
+518
+12% +$51.3K 0.07% 276
2021
Q2 		$381K Sell
4,152
-99
-2% -$8.49K 0.06% 301
2021
Q1 		$330K Buy
4,251
+2
+0% +$153 0.06% 303
2020
Q4 		$291K Buy
+4,249
New +$244K 0.06% 298

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

Main Street Financial Solutions's MS Position: Q4 2025 in Review

Main Street Financial Solutions reduced its Morgan Stanley (MS) stake by 60% in Q4 2025, selling an estimated $1.12M and leaving 4,561 shares worth $810K. The position accounts for 0.06% of the portfolio, ranked #255.

Main Street Financial Solutions first reported a position in MS in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.79M in Q3 2025. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Main Street Financial Solutions held 4,561 shares of Morgan Stanley worth $810K as of Q4 2025.
  • Main Street Financial Solutions sold 6,723 Morgan Stanley shares in Q4 2025, an estimated $1.12M.
  • Morgan Stanley made up 0.06% of Main Street Financial Solutions's portfolio in Q4 2025, its #255 holding.
  • Main Street Financial Solutions first reported a position in Morgan Stanley in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's Morgan Stanley position peaked at $1.79M in Q3 2025.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.