Neo Ivy Capital Management’s Morgan Stanley MS Stock Holding History

Neo Ivy Capital 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	–	Sell	-10,430	Closed	-$1.47M	–	489
2025 Q2	$1.47M	Buy	+10,430	New	+$1.28M	0.47%	77
2024 Q3	–	Sell	-38,092	Closed	-$3.7M	–	352
2024 Q2	$3.7M	Buy	+38,092	New	+$3.63M	0.73%	34
2023 Q4	$191K	Buy	+2,044	New	+$164K	0.43%	79
2023 Q3	–	Sell	-4,194	Closed	-$358K	–	409
2023 Q2	$358K	Buy	+4,194	New	+$359K	0.19%	181
2022 Q4	–	Sell	-1,510	Closed	-$119K	–	482
2022 Q3	$119K	Buy	+1,510	New	+$127K	0.31%	126
2020 Q2	–	Sell	-1,610	Closed	-$55K	–	546
2020 Q1	$55K	Buy	+1,610	New	+$75.8K	0.09%	296
2019 Q4	–	Sell	-22,801	Closed	-$946K	–	354
2019 Q3	$946K	Buy	+22,801	New	+$974K	0.62%	57

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Neo Ivy Capital Management's MS Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 10,430 shares — an estimated $1.47M sold.

Neo Ivy Capital Management first reported a position in MS in Q3 2019 and held it in 7 quarters. The position peaked at $3.7M in Q2 2024. 2,266 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Neo Ivy Capital Management reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 10,430 Morgan Stanley shares in Q3 2025, an estimated $1.47M.
Neo Ivy Capital Management first reported a position in Morgan Stanley in Q3 2019 and held it in 7 quarters.
Neo Ivy Capital Management's Morgan Stanley position peaked at $3.7M in Q2 2024.
2,266 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.