PRS
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Pinkerton Retirement Specialists’s Morgan Stanley MS Stock Holding History

Pinkerton Retirement Specialists’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
-1,961
Closed -$247K – 134
2024
Q4 		$247K Buy
+1,961
New +$242K 0.04% 121
2017
Q1 		– Sell
-213
Closed -$9K – 359
2016
Q4 		$9K Sell
213
-3
-1% -$113 ﹤0.01% 410
2016
Q3 		$7K Hold
216
– – ﹤0.01% 431
2016
Q2 		$6K Buy
216
+213
+7,100% +$5.57K ﹤0.01% 446
2016
Q1 		$2K Sell
3
-108
-97% -$2.76K ﹤0.01% 192
2015
Q4 		$4K Hold
111
– – ﹤0.01% 125
2015
Q3 		$3K Hold
111
– – ﹤0.01% 142
2015
Q2 		$4K Buy
+111
New +$4.22K ﹤0.01% 139

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return