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Parvin Asset Management’s Morgan Stanley MS Stock Holding History

Parvin Asset Management’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
Q3 		– Sell
-600
Closed -$84.5K – 297
2025
Q2 		$84.5K Buy
600
+561
+1,438% +$68.9K 0.08% 159
2025
Q1 		$4.55K Buy
+39
New +$5.03K 0.01% 287

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Parvin Asset Management's MS Position: Q3 2025 in Review

Parvin Asset Management sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 600 shares — an estimated $84.5K sold.

Parvin Asset Management first reported a position in MS in Q1 2025 and held it in 2 quarters. The position peaked at $84.5K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Parvin Asset Management reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Parvin Asset Management sold 600 Morgan Stanley shares in Q3 2025, an estimated $84.5K.
  • Parvin Asset Management first reported a position in Morgan Stanley in Q1 2025 and held it in 2 quarters.
  • Parvin Asset Management's Morgan Stanley position peaked at $84.5K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Parvin Asset Management's 13F filing for Q3 2025, filed 17 Nov 2025.