Morgan Stanley’s AGM Group Holdings AGMH Stock Holding History

Morgan Stanley’s Portfolio AGMH Stock Details AGMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,400	Closed	-$44.9K	–	8204
2025 Q3	$44.9K	Buy	+5,400	New	+$16.7K	﹤0.01%	6443
2020 Q2	–	Hold	0	–	–	–	6584
2020 Q1	–	Hold	0	–	–	–	6556
2019 Q1	–	Sell	-1	Closed	-$1K	–	6579
2018 Q4	$1K	Sell	1 -255	-100%	-$429K	﹤0.01%	6476
2018 Q3	$498K	Buy	256 +236	+1,180%	+$231K	﹤0.01%	5004
2018 Q2	$24K	Buy	+20	New	+$13.6K	﹤0.01%	6107

Other funds holding AGMH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Morgan Stanley's AGMH Position: Q4 2025 in Review

Morgan Stanley sold out of AGM Group Holdings (AGMH) in Q4 2025, closing a stake of 5,400 shares — an estimated $44.9K sold.

Morgan Stanley first reported a position in AGMH in Q2 2018 and held it in 4 quarters. The position peaked at $498K in Q3 2018. 4 funds tracked by Wall St. Rank hold AGMH as of Q4 2025.

Morgan Stanley reported no remaining AGM Group Holdings position as of Q4 2025 after selling out during the quarter.
Morgan Stanley sold 5,400 AGM Group Holdings shares in Q4 2025, an estimated $44.9K.
Morgan Stanley first reported a position in AGM Group Holdings in Q2 2018 and held it in 4 quarters.
Morgan Stanley's AGM Group Holdings position peaked at $498K in Q3 2018.
4 funds tracked by Wall St. Rank held AGM Group Holdings as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.