MIS
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Morningstar Investment Services’s Morgan Stanley MS Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-4,951
Closed -$515K – 304
2024
Q3 		$515K Buy
4,951
+742
+18% +$74.7K 0.01% 269
2024
Q2 		$403K Buy
4,209
+1,248
+42% +$119K ﹤0.01% 272
2024
Q1 		$277K Sell
2,961
-200
-6% -$17.6K ﹤0.01% 295
2023
Q4 		$296K Buy
+3,161
New +$253K ﹤0.01% 353

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morningstar Investment Services's MS Position: Q4 2024 in Review

Morningstar Investment Services sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 4,951 shares — an estimated $515K sold.

Morningstar Investment Services first reported a position in MS in Q4 2023 and held it in 4 quarters. The position peaked at $515K in Q3 2024. 2,113 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Morningstar Investment Services reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 4,951 Morgan Stanley shares in Q4 2024, an estimated $515K.
  • Morningstar Investment Services first reported a position in Morgan Stanley in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Morgan Stanley position peaked at $515K in Q3 2024.
  • 2,113 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.