MIM
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Morningstar Investment Management’s Morgan Stanley MS Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-60,719
Closed -$9.65M – 413
2025
Q3 		$9.65M Buy
60,719
+54,885
+941% +$8.1M 0.35% 65
2025
Q2 		$822K Buy
+5,834
New +$717K 0.07% 82
2025
Q1 		– Sell
-6,751
Closed -$849K – 164
2024
Q4 		$849K Sell
6,751
-12,843
-66% -$1.58M 0.07% 88
2024
Q3 		$2.2M Sell
19,594
-11,622
-37% -$1.17M 0.22% 43
2024
Q2 		$3.03M Sell
31,216
-5,384
-15% -$513K 0.32% 39
2024
Q1 		$3.45M Hold
36,600
– – 0.37% 34
2023
Q4 		$3.41M Buy
36,600
+32,542
+802% +$2.6M 0.39% 33
2023
Q3 		$331K Buy
4,058
+553
+16% +$48K 0.05% 119
2023
Q2 		$299K Hold
3,505
– – 0.04% 131
2023
Q1 		$308K Hold
3,505
– – 0.05% 74
2022
Q4 		$298K Buy
+3,505
New +$299K 0.05% 76

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

Morningstar Investment Management's MS Position: Q4 2025 in Review

Morningstar Investment Management sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 60,719 shares — an estimated $9.65M sold.

Morningstar Investment Management first reported a position in MS in Q4 2022 and held it in 11 quarters. The position peaked at $9.65M in Q3 2025. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Morningstar Investment Management reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 60,719 Morgan Stanley shares in Q4 2025, an estimated $9.65M.
  • Morningstar Investment Management first reported a position in Morgan Stanley in Q4 2022 and held it in 11 quarters.
  • Morningstar Investment Management's Morgan Stanley position peaked at $9.65M in Q3 2025.
  • 2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

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