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Private Portfolio Partners’s Morgan Stanley MS Stock Holding History

Private Portfolio Partners’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
2024
Q4 		$1.1M Buy
8,712
+46
+0.5% +$5.67K 0.2% 92
2024
Q3 		$903K Buy
+8,666
New +$873K 0.17% 103
2024
Q2 		– Sell
-8,050
Closed -$758K – 194
2024
Q1 		$758K Sell
8,050
-31
-0.4% -$2.73K 0.16% 111
2023
Q4 		$754K Buy
8,081
+478
+6% +$38.2K 0.17% 101
2023
Q3 		$621K Buy
7,603
+98
+1% +$8.51K 0.16% 105
2023
Q2 		$641K Buy
7,505
+142
+2% +$12.1K 0.16% 102
2023
Q1 		$646K Sell
7,363
-648
-8% -$60.5K 0.18% 96
2022
Q4 		$681K Buy
8,011
+213
+3% +$18.2K 0.18% 104
2022
Q3 		$616K Buy
7,798
+250
+3% +$21.1K 0.18% 109
2022
Q2 		$574K Buy
7,548
+861
+13% +$70.5K 0.16% 114
2022
Q1 		$584K Buy
6,687
+888
+15% +$85.7K 0.14% 137
2021
Q4 		$569K Buy
5,799
+50
+0.9% +$4.98K 0.15% 136
2021
Q3 		$559K Buy
5,749
+241
+4% +$23.9K 0.16% 129
2021
Q2 		$505K Sell
5,508
-90
-2% -$7.72K 0.15% 134
2021
Q1 		$435K Buy
5,598
+991
+22% +$76K 0.14% 136
2020
Q4 		$316K Buy
4,607
+24
+0.5% +$1.38K 0.11% 166
2020
Q3 		$222K Buy
4,583
+71
+2% +$3.58K 0.09% 188
2020
Q2 		$218K Buy
+4,512
New +$189K 0.1% 173
2020
Q1 		– Sell
-4,722
Closed -$242K – 202
2019
Q4 		$242K Buy
+4,722
New +$224K 0.11% 170
2019
Q3 		– Sell
-4,682
Closed -$206K – 216
2019
Q2 		$206K Buy
+4,682
New +$209K 0.09% 212

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Private Portfolio Partners's MS Position: Q4 2024 in Review

Private Portfolio Partners increased its Morgan Stanley (MS) stake by 0.53% in Q4 2024, buying an estimated $5.67K and bringing the position to 8,712 shares worth $1.1M. The position accounts for 0.2% of the portfolio, ranked #92.

Private Portfolio Partners first reported a position in MS in Q2 2019 and has held it in 20 quarters since. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Private Portfolio Partners held 8,712 shares of Morgan Stanley worth $1.1M as of Q4 2024.
  • Private Portfolio Partners bought 46 Morgan Stanley shares in Q4 2024, an estimated $5.67K.
  • Morgan Stanley made up 0.2% of Private Portfolio Partners's portfolio in Q4 2024, its #92 holding.
  • Private Portfolio Partners first reported a position in Morgan Stanley in Q2 2019 and has held it in 20 quarters since.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.