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 		$1.71M Sell
10,400
-6,700
-39% -$1.16M 0.03% 282
2025
Q4 		$3.04M Sell
17,100
-13,300
-44% -$2.22M 0.07% 253
2025
Q3 		$4.84M Buy
30,400
+6,200
+26% +$915K 0.12% 177
2025
Q2 		$3.41M Sell
24,200
-19,700
-45% -$2.42M 0.08% 229
2025
Q1 		$5.12M Buy
43,900
+23,000
+110% +$2.96M 0.16% 120
2024
Q4 		$2.63M Buy
20,900
+11,400
+120% +$1.4M 0.06% 235
2024
Q3 		$990K Sell
9,500
-11,200
-54% -$1.13M 0.02% 503
2024
Q2 		$2.01M Buy
+20,700
New +$1.97M 0.04% 367
2024
Q1 		– Sell
-11,800
Closed -$1.1M – 756
2023
Q4 		$1.1M Sell
11,800
-38,000
-76% -$3.04M 0.02% 451
2023
Q3 		$4.07M Buy
49,800
+21,700
+77% +$1.88M 0.05% 228
2023
Q2 		$2.4M Sell
28,100
-10,800
-28% -$924K 0.04% 251
2023
Q1 		$3.42M Buy
38,900
+17,800
+84% +$1.66M 0.07% 186
2022
Q4 		$1.79M Sell
21,100
-3,000
-12% -$256K 0.04% 279
2022
Q3 		$1.9M Buy
24,100
+14,000
+139% +$1.18M 0.04% 332
2022
Q2 		$768K Sell
10,100
-15,700
-61% -$1.29M 0.02% 442
2022
Q1 		$2.25M Sell
25,800
-45,300
-64% -$4.37M 0.08% 168
2021
Q4 		$6.98M Buy
71,100
+37,800
+114% +$3.77M 0.2% 62
2021
Q3 		$3.24M Sell
33,300
-2,600
-7% -$258K 0.1% 144
2021
Q2 		$3.29M Buy
35,900
+11,300
+46% +$969K 0.13% 133
2021
Q1 		$1.91M Buy
+24,600
New +$1.89M 0.09% 228
2020
Q4 		– Sell
-7,900
Closed -$380K – 753
2020
Q3 		$380K Sell
7,900
-9,500
-55% -$479K 0.03% 431
2020
Q2 		$840K Buy
17,400
+9,400
+118% +$395K 0.06% 231
2020
Q1 		$272K Sell
8,000
-11,000
-58% -$518K 0.03% 236
2019
Q4 		$967K Buy
19,000
+15,000
+375% +$710K 0.09% 180
2019
Q3 		$171K Buy
+4,000
New +$171K 0.05% 183

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.