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Pacific Capital Wealth Advisors’s Morgan Stanley MS Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-100
Closed -$12.6K – 260
2024
Q4 		$12.6K Sell
100
-112
-53% -$13.8K ﹤0.01% 253
2024
Q3 		$22.1K Buy
212
+31
+17% +$3.12K ﹤0.01% 228
2024
Q2 		$17.6K Hold
181
– – ﹤0.01% 251
2024
Q1 		$17K Buy
181
+81
+81% +$7.13K ﹤0.01% 199
2023
Q4 		$9.32K Buy
+100
New +$8K ﹤0.01% 223

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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 $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pacific Capital Wealth Advisors's MS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 100 shares — an estimated $12.6K sold.

Pacific Capital Wealth Advisors first reported a position in MS in Q4 2023 and held it in 5 quarters. The position peaked at $22.1K in Q3 2024. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 100 Morgan Stanley shares in Q1 2025, an estimated $12.6K.
  • Pacific Capital Wealth Advisors first reported a position in Morgan Stanley in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Morgan Stanley position peaked at $22.1K in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.