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O'Brien Wealth Partners’s Morgan Stanley MS Stock Holding History

O'Brien Wealth Partners’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 		$3.37K Hold
19
– – ﹤0.01% 107
2025
Q3 		$3.02K Buy
+19
New +$2.81K ﹤0.01% 93

Other funds holding MS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

O'Brien Wealth Partners's MS Position: Q4 2025 in Review

O'Brien Wealth Partners held its Morgan Stanley (MS) position steady in Q4 2025 at 19 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #107.

O'Brien Wealth Partners first reported a position in MS in Q3 2025 and has held it in 2 quarters since. 2,527 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • O'Brien Wealth Partners held 19 shares of Morgan Stanley worth $3.37K as of Q4 2025.
  • O'Brien Wealth Partners left its Morgan Stanley share count unchanged in Q4 2025.
  • Morgan Stanley made up ﹤0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #107 holding.
  • O'Brien Wealth Partners first reported a position in Morgan Stanley in Q3 2025 and has held it in 2 quarters since.
  • 2,527 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.