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MMBG Investment Advisors’s Morgan Stanley MS Stock Holding History

MMBG Investment Advisors’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
-12,065
Closed -$1.92M – 184
2025
Q3 		$1.92M Hold
12,065
– – 0.17% 66
2025
Q2 		$1.7M Buy
+12,065
New +$1.48M 0.17% 69

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 $1.56T AUM 27.86% 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 $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMBG Investment Advisors's MS Position: Q4 2025 in Review

MMBG Investment Advisors sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 12,065 shares — an estimated $1.92M sold.

MMBG Investment Advisors first reported a position in MS in Q2 2025 and held it in 2 quarters. The position peaked at $1.92M in Q3 2025. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • MMBG Investment Advisors reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • MMBG Investment Advisors sold 12,065 Morgan Stanley shares in Q4 2025, an estimated $1.92M.
  • MMBG Investment Advisors first reported a position in Morgan Stanley in Q2 2025 and held it in 2 quarters.
  • MMBG Investment Advisors's Morgan Stanley position peaked at $1.92M in Q3 2025.
  • 2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on MMBG Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.