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Mid-American Wealth Advisory Group’s Morgan Stanley MS Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-139
Closed -$19.6K – 211
2025
Q2 		$19.6K Buy
+139
New +$17.1K 0.01% 123

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State Street
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BlackRock
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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

Mid-American Wealth Advisory Group's MS Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 139 shares — an estimated $19.6K sold.

Mid-American Wealth Advisory Group first reported a position in MS in Q2 2025 and held it in 1 quarter. The position peaked at $19.6K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 139 Morgan Stanley shares in Q3 2025, an estimated $19.6K.
  • Mid-American Wealth Advisory Group first reported a position in Morgan Stanley in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Morgan Stanley position peaked at $19.6K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.