MS
MS icon

Maven Securities’s Morgan Stanley MS Stock Holding History

Maven Securities’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
Q2 		– Sell
-17,197
Closed -$2.11M – 910
2025
Q1 		$2.01M Buy
17,197
+8,460
+97% +$1.09M 0.06% 282
2024
Q4 		$1.1M Buy
8,737
+4,180
+92% +$515K 0.03% 400
2024
Q3 		$475K Sell
4,557
-10,221
-69% -$1.03M 0.01% 672
2024
Q2 		$1.44M Buy
+14,778
New +$1.41M 0.03% 450
2024
Q1 		– Sell
-7,831
Closed -$730K – 755
2023
Q4 		$730K Buy
7,831
+2,082
+36% +$167K 0.02% 555
2023
Q3 		$470K Sell
5,749
-2,069
-26% -$180K 0.01% 834
2023
Q2 		$668K Buy
7,818
+1,100
+16% +$94.1K 0.01% 544
2023
Q1 		$590K Buy
+6,718
New +$627K 0.01% 609
2022
Q4 		– Sell
-11,225
Closed -$957K – 1026
2022
Q3 		$887K Buy
11,225
+5,896
+111% +$497K 0.02% 584
2022
Q2 		$405K Sell
5,329
-7,191
-57% -$589K 0.01% 651
2022
Q1 		$1.09M Buy
12,520
+5,004
+67% +$483K 0.04% 311
2021
Q4 		$738K Buy
+7,516
New +$749K 0.02% 438
2021
Q2 		– Sell
-2,072
Closed -$178K – 1223
2021
Q1 		$161K Sell
2,072
-3,550
-63% -$272K 0.01% 947
2020
Q4 		$386K Buy
+5,622
New +$323K 0.04% 390
2020
Q2 		– Sell
-7,891
Closed -$331K – 552
2020
Q1 		$268K Buy
+7,891
New +$372K 0.03% 238
2019
Q4 		– Sell
-12,689
Closed -$601K – 394
2019
Q3 		$542K Buy
+12,689
New +$542K 0.17% 140

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Maven Securities's MS Position: Q2 2025 in Review

Maven Securities sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 17,197 shares — an estimated $2.11M sold.

Maven Securities first reported a position in MS in Q3 2019 and held it in 16 quarters. The position peaked at $2.01M in Q1 2025. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Maven Securities reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Maven Securities sold 17,197 Morgan Stanley shares in Q2 2025, an estimated $2.11M.
  • Maven Securities first reported a position in Morgan Stanley in Q3 2019 and held it in 16 quarters.
  • Maven Securities's Morgan Stanley position peaked at $2.01M in Q1 2025.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Maven Securities's 13F filing for Q2 2025, filed 14 Aug 2025.