MF
MS icon

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 – 582
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 – 300
2019
Q2 		$14K Buy
+326
New +$14.5K 0.01% 289

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return