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Norris Financial Group’s Morgan Stanley MS Stock Holding History

Norris Financial 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
2022
Q2 		– Sell
-10,214
Closed -$893K – 81
2022
Q1 		$893K Sell
10,214
-1,230
-11% -$119K 0.54% 43
2021
Q4 		$1.12M Sell
11,444
-1,093
-9% -$109K 0.68% 32
2021
Q3 		$1.22M Sell
12,537
-30
-0.2% -$2.97K 0.81% 25
2021
Q2 		$1.15M Buy
12,567
+101
+0.8% +$8.66K 0.78% 33
2021
Q1 		$968K Buy
+12,466
New +$955K 0.71% 34
2020
Q1 		– Sell
-11,577
Closed -$592K – 72
2019
Q4 		$592K Buy
+11,577
New +$548K 0.55% 43

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norris Financial Group's MS Position: Q2 2022 in Review

Norris Financial Group sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 10,214 shares — an estimated $893K sold.

Norris Financial Group first reported a position in MS in Q4 2019 and held it in 6 quarters. The position peaked at $1.22M in Q3 2021. 1,604 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Norris Financial Group reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Norris Financial Group sold 10,214 Morgan Stanley shares in Q2 2022, an estimated $893K.
  • Norris Financial Group first reported a position in Morgan Stanley in Q4 2019 and held it in 6 quarters.
  • Norris Financial Group's Morgan Stanley position peaked at $1.22M in Q3 2021.
  • 1,604 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Norris Financial Group's 13F filing for Q2 2022, filed 20 May 2026.