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Mirabella Financial Services’s Morgan Stanley MS Stock Holding History

Mirabella Financial Services’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
Q4 		– Sell
-18,925
Closed -$3M – 745
2025
Q3 		$3M Buy
18,925
+11,386
+151% +$1.68M 0.26% 83
2025
Q2 		$1.07M Sell
7,539
-21,465
-74% -$2.64M 0.11% 123
2025
Q1 		$3.39M Buy
29,004
+15,739
+119% +$2.03M 0.14% 106
2024
Q4 		$1.67M Buy
+13,265
New +$1.63M 0.15% 122
2024
Q2 		– Sell
-23,570
Closed -$2.22M – 605
2024
Q1 		$2.22M Buy
+23,570
New +$2.08M 0.16% 112
2023
Q4 		– Sell
-17,078
Closed -$1.39M – 537
2023
Q3 		$1.39M Buy
17,078
+14,278
+510% +$1.24M 0.19% 125
2023
Q2 		$239K Sell
2,800
-4,910
-64% -$420K 0.03% 406
2023
Q1 		$677K Buy
+7,710
New +$720K 0.1% 176
2022
Q4 		– Sell
-35,330
Closed -$2.82M – 471
2022
Q3 		$2.82M Buy
+35,330
New +$2.98M 0.29% 46
2021
Q4 		– Sell
-100,674
Closed -$9.8M – 542
2021
Q3 		$9.8M Buy
100,674
+80,771
+406% +$8M 1.29% 12
2021
Q2 		$5.32M Sell
19,903
-17,684
-47% -$1.52M 0.95% 21
2021
Q1 		$2.92M Buy
37,587
+11,373
+43% +$872K 0.91% 34
2020
Q4 		$5.24M Sell
26,214
-10,127
-28% -$581K 0.65% 62
2020
Q3 		$4.29M Sell
36,341
-51,369
-59% -$2.59M 0.59% 21
2020
Q2 		$8.25M Buy
+87,710
New +$3.68M 1.99% 11

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
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirabella Financial Services's MS Position: Q4 2025 in Review

Mirabella Financial Services sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 18,925 shares — an estimated $3M sold.

Mirabella Financial Services first reported a position in MS in Q2 2020 and held it in 15 quarters. The position peaked at $9.8M in Q3 2021. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Mirabella Financial Services reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Mirabella Financial Services sold 18,925 Morgan Stanley shares in Q4 2025, an estimated $3M.
  • Mirabella Financial Services first reported a position in Morgan Stanley in Q2 2020 and held it in 15 quarters.
  • Mirabella Financial Services's Morgan Stanley position peaked at $9.8M in Q3 2021.
  • 2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Mirabella Financial Services's 13F filing for Q4 2025, filed 17 Feb 2026.