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 Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinkerton Retirement Specialists's MS Position: Q1 2025 in Review

Pinkerton Retirement Specialists sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 1,961 shares — an estimated $247K sold.

Pinkerton Retirement Specialists first reported a position in MS in Q2 2015 and held it in 8 quarters. The position peaked at $247K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Pinkerton Retirement Specialists reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
Pinkerton Retirement Specialists sold 1,961 Morgan Stanley shares in Q1 2025, an estimated $247K.
Pinkerton Retirement Specialists first reported a position in Morgan Stanley in Q2 2015 and held it in 8 quarters.
Pinkerton Retirement Specialists's Morgan Stanley position peaked at $247K in Q4 2024.
2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2025, filed 2 May 2025.