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
2026
Q1 		$3.02M Buy
18,400
+3,300
+22% +$571K 0.06% 229
2025
Q4 		$2.68M Buy
+15,100
New +$2.52M 0.06% 267
2025
Q3 		– Sell
-4,500
Closed -$634K – 708
2025
Q2 		$634K Sell
4,500
-11,400
-72% -$1.4M 0.02% 545
2025
Q1 		$1.86M Buy
15,900
+6,400
+67% +$825K 0.06% 297
2024
Q4 		$1.19M Buy
9,500
+5,100
+116% +$628K 0.03% 385
2024
Q3 		$459K Sell
4,400
-5,900
-57% -$594K 0.01% 683
2024
Q2 		$1M Buy
+10,300
New +$980K 0.02% 516
2024
Q1 		– Sell
-19,200
Closed -$1.79M – 754
2023
Q4 		$1.79M Sell
19,200
-56,200
-75% -$4.5M 0.04% 337
2023
Q3 		$6.16M Buy
75,400
+61,600
+446% +$5.35M 0.07% 158
2023
Q2 		$1.18M Sell
13,800
-31,800
-70% -$2.72M 0.02% 403
2023
Q1 		$4M Buy
45,600
+29,700
+187% +$2.77M 0.08% 156
2022
Q4 		$1.35M Buy
15,900
+9,600
+152% +$818K 0.03% 351
2022
Q3 		$498K Sell
6,300
-4,700
-43% -$396K 0.01% 793
2022
Q2 		$837K Buy
11,000
+5,400
+96% +$442K 0.03% 417
2022
Q1 		$489K Sell
5,600
-12,100
-68% -$1.17M 0.02% 545
2021
Q4 		$1.74M Buy
17,700
+11,600
+190% +$1.16M 0.05% 223
2021
Q3 		$594K Sell
6,100
-10,700
-64% -$1.06M 0.02% 607
2021
Q2 		$1.54M Buy
+16,800
New +$1.44M 0.06% 297
2020
Q4 		– Sell
-5,000
Closed -$241K – 752
2020
Q3 		$241K Sell
5,000
-1,000
-17% -$50.4K 0.02% 522
2020
Q2 		$290K Buy
+6,000
New +$252K 0.02% 412

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.