PFG Private Wealth Management’s Morgan Stanley MS Stock Holding History

PFG Private Wealth 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 Q2	–	Sell	-28	Closed	-$3.27K	–	173
2025 Q1	$3.27K	Buy	+28	New	+$3.61K	﹤0.01%	198
2023 Q4	–	Sell	-1,449	Closed	-$118K	–	275
2023 Q3	$118K	Sell	1,449 -266	-16%	-$23.1K	0.09%	59
2023 Q2	$146K	Buy	1,715 +289	+20%	+$24.7K	0.09%	72
2023 Q1	$125K	Buy	+1,426	New	+$133K	0.08%	79

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PFG Private Wealth Management's MS Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 28 shares — an estimated $3.27K sold.

PFG Private Wealth Management first reported a position in MS in Q1 2023 and held it in 4 quarters. The position peaked at $146K in Q2 2023. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

PFG Private Wealth Management reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 28 Morgan Stanley shares in Q2 2025, an estimated $3.27K.
PFG Private Wealth Management first reported a position in Morgan Stanley in Q1 2023 and held it in 4 quarters.
PFG Private Wealth Management's Morgan Stanley position peaked at $146K in Q2 2023.
2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.