Manchester Financial’s Morgan Stanley MS Stock Holding History

Manchester Financial’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	-3,043	Closed	-$429K	–	136
2025 Q2	$429K	Hold	3,043	–	–	0.09%	77
2025 Q1	$355K	Hold	3,043	–	–	0.08%	79
2024 Q4	$383K	Hold	3,043	–	–	0.08%	66
2024 Q3	$317K	Sell	3,043 -15	-0.5%	-$1.51K	0.07%	83
2024 Q2	$297K	Hold	3,058	–	–	0.07%	80
2024 Q1	$288K	Buy	3,058 +47	+2%	+$4.14K	0.08%	78
2023 Q4	$281K	Sell	3,011 -12	-0.4%	-$960	0.08%	77
2023 Q3	$247K	Sell	3,023 -205	-6%	-$17.8K	0.07%	78
2023 Q2	$276K	Hold	3,228	–	–	0.08%	75
2023 Q1	$283K	Buy	3,228 +80	+3%	+$7.47K	0.08%	70
2022 Q4	$268K	Sell	3,148 -435	-12%	-$37.1K	0.07%	77
2022 Q3	$283K	Buy	+3,583	New	+$302K	0.08%	75
2021 Q2	–	Sell	-138	Closed	-$11K	–	422
2021 Q1	$11K	Hold	138	–	–	0.01%	411
2020 Q4	$9K	Buy	+138	New	+$7.92K	0.01%	382
2020 Q3	–	Sell	-326	Closed	-$16K	–	581
2020 Q2	$16K	Hold	326	–	–	0.01%	258
2020 Q1	$11K	Hold	326	–	–	0.01%	282
2019 Q4	$17K	Buy	+326	New	+$15.4K	0.01%	289
2019 Q3	–	Sell	-326	Closed	-$14K	–	293
2019 Q2	$14K	Buy	+326	New	+$14.5K	0.01%	289

Other funds holding MS

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Manchester Financial's MS Position: Q3 2025 in Review

Manchester Financial sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 3,043 shares — an estimated $429K sold.

Manchester Financial first reported a position in MS in Q2 2019 and held it in 18 quarters. The position peaked at $429K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Manchester Financial reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Manchester Financial sold 3,043 Morgan Stanley shares in Q3 2025, an estimated $429K.
Manchester Financial first reported a position in Morgan Stanley in Q2 2019 and held it in 18 quarters.
Manchester Financial's Morgan Stanley position peaked at $429K in Q2 2025.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Manchester Financial's 13F filing for Q3 2025, filed 15 Oct 2025.