Masso Torrence Wealth Management’s Morgan Stanley MS Stock Holding History

Masso Torrence Wealth 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 Q3	$254K	Hold	1,601	–	–	0.11%	93
2025 Q2	$226K	Buy	+1,601	New	+$197K	0.1%	94
2025 Q1	–	Sell	-1,601	Closed	-$201K	–	108
2024 Q4	$201K	Buy	+1,601	New	+$197K	0.11%	91
2023 Q4	–	Sell	-2,595	Closed	-$212K	–	93
2023 Q3	$212K	Sell	2,595 -2,132	-45%	-$185K	0.16%	77
2023 Q2	$404K	Buy	4,727 +1,060	+29%	+$90.7K	0.29%	61
2023 Q1	$322K	Hold	3,667	–	–	0.26%	69
2022 Q4	$312K	Buy	+3,667	New	+$313K	0.25%	73
2022 Q1	–	Sell	-32	Closed	-$3K	–	252
2021 Q4	$3K	Buy	+32	New	+$3.19K	﹤0.01%	341

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Masso Torrence Wealth Management's MS Position: Q3 2025 in Review

Masso Torrence Wealth Management held its Morgan Stanley (MS) position steady in Q3 2025 at 1,601 shares worth $254K. The position accounts for 0.11% of the portfolio, ranked #93.

Masso Torrence Wealth Management first reported a position in MS in Q4 2021 and has held it in 8 quarters since. The position peaked at $404K in Q2 2023. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Masso Torrence Wealth Management held 1,601 shares of Morgan Stanley worth $254K as of Q3 2025.
Masso Torrence Wealth Management left its Morgan Stanley share count unchanged in Q3 2025.
Morgan Stanley made up 0.11% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #93 holding.
Masso Torrence Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 8 quarters since.
Masso Torrence Wealth Management's Morgan Stanley position peaked at $404K in Q2 2023.
2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.