MFG
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Menard Financial Group’s Morgan Stanley MS Stock Holding History

Menard Financial Group’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
Q1 		– Sell
-21
Closed -$2.64K – 230
2024
Q4 		$2.64K Buy
+21
New +$2.59K ﹤0.01% 271
2023
Q3 		– Sell
-3,248
Closed -$277K – 78
2023
Q2 		$277K Sell
3,248
-3,877
-54% -$332K 0.57% 41
2023
Q1 		$626K Buy
+7,125
New +$665K 1.45% 20
2022
Q1 		– Sell
-2,048
Closed -$201K – 145
2021
Q4 		$201K Sell
2,048
-492
-19% -$49K 0.16% 145
2021
Q3 		$247K Buy
+2,540
New +$252K 0.22% 135

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Menard Financial Group's MS Position: Q1 2025 in Review

Menard Financial Group sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 21 shares — an estimated $2.64K sold.

Menard Financial Group first reported a position in MS in Q3 2021 and held it in 5 quarters. The position peaked at $626K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Menard Financial Group reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 21 Morgan Stanley shares in Q1 2025, an estimated $2.64K.
  • Menard Financial Group first reported a position in Morgan Stanley in Q3 2021 and held it in 5 quarters.
  • Menard Financial Group's Morgan Stanley position peaked at $626K in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.