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Marcum Wealth’s Morgan Stanley MS Stock Holding History

Marcum Wealth’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 		$643K Sell
5,513
-87
-2% -$11.2K 0.06% 160
2024
Q4 		$704K Buy
5,600
+343
+7% +$42.2K 0.06% 152
2024
Q3 		$548K Buy
5,257
+505
+11% +$50.9K 0.05% 182
2024
Q2 		$462K Buy
4,752
+130
+3% +$12.4K 0.05% 210
2024
Q1 		$435K Buy
4,622
+148
+3% +$13K 0.04% 210
2023
Q4 		$417K Sell
4,474
-260
-5% -$20.8K 0.04% 205
2023
Q3 		$387K Sell
4,734
-60
-1% -$5.21K 0.05% 205
2023
Q2 		$409K Sell
4,794
-485
-9% -$41.5K 0.05% 206
2023
Q1 		$463K Buy
5,279
+889
+20% +$83K 0.06% 187
2022
Q4 		$373K Sell
4,390
-207
-5% -$17.6K 0.05% 209
2022
Q3 		$363K Buy
4,597
+406
+10% +$34.2K 0.06% 205
2022
Q2 		$319K Sell
4,191
-356
-8% -$29.2K 0.05% 224
2022
Q1 		$397K Buy
4,547
+459
+11% +$44.3K 0.05% 198
2021
Q4 		$401K Sell
4,088
-626
-13% -$62.4K 0.06% 200
2021
Q3 		$459K Buy
4,714
+109
+2% +$10.8K 0.07% 164
2021
Q2 		$422K Sell
4,605
-133
-3% -$11.4K 0.07% 171
2021
Q1 		$368K Buy
+4,738
New +$363K 0.06% 187

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marcum Wealth's MS Position: Q1 2025 in Review

Marcum Wealth reduced its Morgan Stanley (MS) stake by 1.6% in Q1 2025, selling an estimated $11.2K and leaving 5,513 shares worth $643K. The position accounts for 0.06% of the portfolio, ranked #160.

Marcum Wealth first reported a position in MS in Q1 2021 and has held it in 17 quarters since. The position peaked at $704K in Q4 2024. 2,100 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Marcum Wealth held 5,513 shares of Morgan Stanley worth $643K as of Q1 2025.
  • Marcum Wealth sold 87 Morgan Stanley shares in Q1 2025, an estimated $11.2K.
  • Morgan Stanley made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #160 holding.
  • Marcum Wealth first reported a position in Morgan Stanley in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Morgan Stanley position peaked at $704K in Q4 2024.
  • 2,100 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.