NorthCrest Asset Manangement’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$28.6M Buy
2025
Q2
$26.3M Buy
2025
Q1
$21.3M Buy
2024
Q4
$22.8M Sell
2024
Q3
$18.9M Buy
2024
Q2
$17.6M Buy
2024
Q1
$16.9M Buy
2023
Q4
$16.3M Sell
2023
Q3
$14.3M Sell
2023
Q2
$15.2M Sell
2023
Q1
$15.8M Buy
2022
Q4
$13.3M Sell
2022
Q3
$14.3M Buy
2022
Q2
$13.6M Buy
2022
Q1
$13.8M Sell
2021
Q4
$16.8M Buy