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Painted Porch Advisors’s Morgan Stanley MS Stock Holding History

Painted Porch 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
Q4 		– Sell
-231
Closed -$36.7K – 297
2025
Q3 		$36.7K Sell
231
-44
-16% -$6.5K 0.01% 180
2025
Q2 		$38.7K Sell
275
-42
-13% -$5.16K 0.02% 168
2025
Q1 		$37K Sell
317
-51
-14% -$6.57K 0.02% 173
2024
Q4 		$46.3K Buy
368
+51
+16% +$6.28K 0.02% 161
2024
Q3 		$33K Buy
317
+1
+0.3% +$101 0.02% 176
2024
Q2 		$30.7K Buy
+316
New +$30.1K 0.02% 163

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
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

Painted Porch Advisors's MS Position: Q4 2025 in Review

Painted Porch Advisors sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 231 shares — an estimated $36.7K sold.

Painted Porch Advisors first reported a position in MS in Q2 2024 and held it in 6 quarters. The position peaked at $46.3K in Q4 2024. 2,531 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Painted Porch Advisors reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 231 Morgan Stanley shares in Q4 2025, an estimated $36.7K.
  • Painted Porch Advisors first reported a position in Morgan Stanley in Q2 2024 and held it in 6 quarters.
  • Painted Porch Advisors's Morgan Stanley position peaked at $46.3K in Q4 2024.
  • 2,531 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.