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MBB Public Markets’s Morgan Stanley MS Stock Holding History

MBB Public Markets’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 		– Sell
-2,086
Closed -$294K – 332
2025
Q2 		$294K Sell
2,086
-486
-19% -$59.7K 0.03% 131
2025
Q1 		$300K Buy
+2,572
New +$331K 0.03% 445
2024
Q4 		– Sell
-3,060
Closed -$319K – 392
2024
Q3 		$319K Sell
3,060
-83,247
-96% -$8.38M 0.02% 369
2024
Q2 		$8.39M Buy
+86,307
New +$8.22M 0.17% 109
2022
Q1 		– Sell
-11,131
Closed -$1.09M – 315
2021
Q4 		$1.09M Buy
+11,131
New +$1.11M 0.02% 132

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MBB Public Markets's MS Position: Q3 2025 in Review

MBB Public Markets sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 2,086 shares — an estimated $294K sold.

MBB Public Markets first reported a position in MS in Q4 2021 and held it in 5 quarters. The position peaked at $8.39M in Q2 2024. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • MBB Public Markets reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 2,086 Morgan Stanley shares in Q3 2025, an estimated $294K.
  • MBB Public Markets first reported a position in Morgan Stanley in Q4 2021 and held it in 5 quarters.
  • MBB Public Markets's Morgan Stanley position peaked at $8.39M in Q2 2024.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.