New Millennium Group’s Morgan Stanley MS Stock Holding History

New Millennium Group’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	$5.06M	Sell	28,510 -880	-3%	-$147K	2.19%	16
2025 Q3	$4.67M	Buy	29,390 +29,361	+101,245%	+$4.34M	2.14%	16
2025 Q2	$4.08K	Sell	29 -12	-29%	-$1.47K	﹤0.01%	268
2025 Q1	$4.78K	Buy	41 +12	+41%	+$1.55K	﹤0.01%	271
2024 Q4	$3.65K	Hold	29	–	–	﹤0.01%	326
2024 Q3	$3.02K	Hold	29	–	–	﹤0.01%	273
2024 Q2	$2.82K	Buy	+29	New	+$2.76K	﹤0.01%	275
2024 Q1	–	Sell	-29	Closed	-$2.7K	–	271
2023 Q4	$2.7K	Hold	29	–	–	﹤0.01%	288
2023 Q3	$2.37K	Hold	29	–	–	﹤0.01%	265
2023 Q2	$2.48K	Hold	29	–	–	﹤0.01%	277
2023 Q1	$2.55K	Hold	29	–	–	﹤0.01%	293
2022 Q4	$2.47K	Buy	+29	New	+$2.47K	﹤0.01%	300

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

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

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

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

New Millennium Group's MS Position: Q4 2025 in Review

New Millennium Group reduced its Morgan Stanley (MS) stake by 3% in Q4 2025, selling an estimated $147K and leaving 28,510 shares worth $5.06M. The position accounts for 2.19% of the portfolio, ranked #16.

New Millennium Group first reported a position in MS in Q4 2022 and has held it in 12 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

New Millennium Group held 28,510 shares of Morgan Stanley worth $5.06M as of Q4 2025.
New Millennium Group sold 880 Morgan Stanley shares in Q4 2025, an estimated $147K.
Morgan Stanley made up 2.19% of New Millennium Group's portfolio in Q4 2025, its #16 holding.
New Millennium Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 12 quarters since.
2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.