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Marathon Capital Management’s Morgan Stanley MS Stock Holding History

Marathon Capital 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
Q1 		– Sell
-1,998
Closed -$251K – 162
2024
Q4 		$251K Sell
1,998
-165
-8% -$20.3K 0.06% 128
2024
Q3 		$225K Sell
2,163
-25
-1% -$2.52K 0.05% 137
2024
Q2 		$213K Sell
2,188
-333
-13% -$31.7K 0.05% 131
2024
Q1 		$237K Sell
2,521
-100
-4% -$8.81K 0.06% 120
2023
Q4 		$244K Sell
2,621
-686
-21% -$54.9K 0.06% 124
2023
Q3 		$270K Buy
3,307
+30
+0.9% +$2.6K 0.07% 120
2023
Q2 		$280K Hold
3,277
– – 0.07% 123
2023
Q1 		$288K Sell
3,277
-234
-7% -$21.8K 0.07% 124
2022
Q4 		$299K Hold
3,511
– – 0.08% 118
2022
Q3 		$277K Hold
3,511
– – 0.08% 123
2022
Q2 		$267K Buy
+3,511
New +$288K 0.09% 116
2022
Q1 		– Sell
-3,560
Closed -$349K – 136
2021
Q4 		$349K Sell
3,560
-27
-0.8% -$2.69K 0.08% 122
2021
Q3 		$350K Sell
3,587
-7
-0.2% -$694 0.08% 138
2021
Q2 		$329K Sell
3,594
-84
-2% -$7.2K 0.08% 123
2021
Q1 		$285K Sell
3,678
-18
-0.5% -$1.38K 0.08% 133
2020
Q4 		$253K Buy
+3,696
New +$212K 0.07% 123
2018
Q4 		– Sell
-4,550
Closed -$211K – 113
2018
Q3 		$211K Hold
4,550
– – 0.08% 102
2018
Q2 		$215K Sell
4,550
-1,206
-21% -$63K 0.08% 90
2018
Q1 		$310K Buy
5,756
+1,102
+24% +$61K 0.12% 72
2017
Q4 		$244K Buy
+4,654
New +$235K 0.1% 76

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marathon Capital Management's MS Position: Q1 2025 in Review

Marathon Capital Management sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 1,998 shares — an estimated $251K sold.

Marathon Capital Management first reported a position in MS in Q4 2017 and held it in 20 quarters. The position peaked at $350K in Q3 2021. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Marathon Capital Management reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Marathon Capital Management sold 1,998 Morgan Stanley shares in Q1 2025, an estimated $251K.
  • Marathon Capital Management first reported a position in Morgan Stanley in Q4 2017 and held it in 20 quarters.
  • Marathon Capital Management's Morgan Stanley position peaked at $350K in Q3 2021.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Marathon Capital Management's 13F filing for Q1 2025, filed 15 May 2025.