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Northeast Financial Consultants’s Morgan Stanley MS Stock Holding History

Northeast Financial Consultants’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
Q2 		$716K Hold
5,085
– – 0.03% 178
2025
Q1 		$593K Hold
5,085
– – 0.03% 181
2024
Q4 		$639K Hold
5,085
– – 0.03% 179
2024
Q3 		$530K Buy
5,085
+60
+1% +$6.04K 0.02% 190
2024
Q2 		$488K Hold
5,025
– – 0.02% 191
2024
Q1 		$473K Sell
5,025
-5,115
-50% -$450K 0.02% 200
2023
Q4 		$946K Buy
10,140
+300
+3% +$24K 0.05% 144
2023
Q3 		$804K Hold
9,840
– – 0.05% 153
2023
Q2 		$840K Sell
9,840
-1,821
-16% -$156K 0.05% 151
2023
Q1 		$1.02M Buy
11,661
+16
+0.1% +$1.49K 0.07% 141
2022
Q4 		$990K Sell
11,645
-10,322
-47% -$880K 0.07% 139
2022
Q3 		$1.74M Buy
21,967
+93
+0.4% +$7.84K 0.13% 100
2022
Q2 		$1.66M Buy
21,874
+383
+2% +$31.4K 0.12% 103
2022
Q1 		$1.88M Buy
21,491
+2,111
+11% +$204K 0.11% 111
2021
Q4 		$1.9M Buy
19,380
+4,168
+27% +$415K 0.11% 98
2021
Q3 		$1.48M Buy
15,212
+4,877
+47% +$483K 0.1% 121
2021
Q2 		$948K Buy
10,335
+114
+1% +$9.78K 0.06% 164
2021
Q1 		$794K Buy
10,221
+5,324
+109% +$408K 0.06% 161
2020
Q4 		$336K Buy
+4,897
New +$281K 0.03% 240

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northeast Financial Consultants's MS Position: Q2 2025 in Review

Northeast Financial Consultants held its Morgan Stanley (MS) position steady in Q2 2025 at 5,085 shares worth $716K. The position accounts for 0.03% of the portfolio, ranked #178.

Northeast Financial Consultants first reported a position in MS in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.9M in Q4 2021. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Northeast Financial Consultants held 5,085 shares of Morgan Stanley worth $716K as of Q2 2025.
  • Northeast Financial Consultants left its Morgan Stanley share count unchanged in Q2 2025.
  • Morgan Stanley made up 0.03% of Northeast Financial Consultants's portfolio in Q2 2025, its #178 holding.
  • Northeast Financial Consultants first reported a position in Morgan Stanley in Q4 2020 and has held it in 19 quarters since.
  • Northeast Financial Consultants's Morgan Stanley position peaked at $1.9M in Q4 2021.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.