Monterey Private Wealth’s Morgan Stanley MS Stock Holding History

Monterey Private Wealth’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	$257K	Hold	2,207	–	–	0.08%	106
2024 Q4	$277K	Hold	2,207	–	–	0.09%	101
2024 Q3	$230K	Hold	2,207	–	–	0.08%	116
2024 Q2	$215K	Hold	2,207	–	–	0.08%	110
2024 Q1	$208K	Buy	2,207 +12	+0.5%	+$1.06K	0.08%	108
2023 Q4	$205K	Buy	+2,195	New	+$176K	0.09%	100
2022 Q2	–	Sell	-2,486	Closed	-$224K	–	118
2022 Q1	$224K	Buy	+2,486	New	+$240K	0.11%	110

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monterey Private Wealth's MS Position: Q1 2025 in Review

Monterey Private Wealth held its Morgan Stanley (MS) position steady in Q1 2025 at 2,207 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #106.

Monterey Private Wealth first reported a position in MS in Q1 2022 and has held it in 7 quarters since. The position peaked at $277K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Monterey Private Wealth held 2,207 shares of Morgan Stanley worth $257K as of Q1 2025.
Monterey Private Wealth left its Morgan Stanley share count unchanged in Q1 2025.
Morgan Stanley made up 0.08% of Monterey Private Wealth's portfolio in Q1 2025, its #106 holding.
Monterey Private Wealth first reported a position in Morgan Stanley in Q1 2022 and has held it in 7 quarters since.
Monterey Private Wealth's Morgan Stanley position peaked at $277K in Q4 2024.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.