MSAM
MS icon

Moloney Securities Asset Management’s Morgan Stanley MS Stock Holding History

Moloney Securities Asset Management’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 		$2.99M Sell
18,797
-1,998
-10% -$295K 0.36% 65
2025
Q2 		$2.93M Buy
20,795
+224
+1% +$27.5K 0.36% 52
2025
Q1 		$2.4M Buy
20,571
+16,477
+402% +$2.12M 0.32% 68
2024
Q4 		$515K Sell
4,094
-18
-0.4% -$2.22K 0.07% 259
2024
Q3 		$429K Sell
4,112
-343
-8% -$34.5K 0.06% 298
2024
Q2 		$433K Buy
4,455
+1,069
+32% +$102K 0.06% 292
2024
Q1 		$319K Buy
3,386
+4
+0.1% +$352 0.05% 333
2023
Q4 		$315K Buy
3,382
+294
+10% +$23.5K 0.05% 328
2023
Q3 		$252K Buy
3,088
+102
+3% +$8.86K 0.05% 339
2023
Q2 		$255K Sell
2,986
-7,616
-72% -$651K 0.05% 335
2023
Q1 		$931K Buy
10,602
+7,199
+212% +$672K 0.17% 148
2022
Q4 		$289K Buy
3,403
+290
+9% +$24.7K 0.06% 295
2022
Q3 		$246K Buy
3,113
+195
+7% +$16.4K 0.06% 303
2022
Q2 		$222K Sell
2,918
-2,322
-44% -$190K 0.05% 322
2022
Q1 		$458K Buy
5,240
+2,834
+118% +$273K 0.09% 232
2021
Q4 		$236K Buy
+2,406
New +$240K 0.04% 376
2021
Q2 		– Sell
-14,742
Closed -$1.15M – 444
2021
Q1 		$1.15M Sell
14,742
-19,631
-57% -$1.5M 0.23% 123
2020
Q4 		$2.36M Sell
34,373
-3,216
-9% -$185K 0.52% 54
2020
Q3 		$1.82M Sell
37,589
-949
-2% -$47.8K 0.48% 64
2020
Q2 		$1.86M Sell
38,538
-204
-0.5% -$8.57K 0.54% 60
2020
Q1 		$1.32M Buy
+38,742
New +$1.82M 0.47% 70

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Moloney Securities Asset Management's MS Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Morgan Stanley (MS) stake by 9.6% in Q3 2025, selling an estimated $295K and leaving 18,797 shares worth $2.99M. The position accounts for 0.36% of the portfolio, ranked #65.

Moloney Securities Asset Management first reported a position in MS in Q1 2020 and has held it in 21 quarters since. 2,259 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Moloney Securities Asset Management held 18,797 shares of Morgan Stanley worth $2.99M as of Q3 2025.
  • Moloney Securities Asset Management sold 1,998 Morgan Stanley shares in Q3 2025, an estimated $295K.
  • Morgan Stanley made up 0.36% of Moloney Securities Asset Management's portfolio in Q3 2025, its #65 holding.
  • Moloney Securities Asset Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 21 quarters since.
  • 2,259 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.