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PSI Advisors’s Morgan Stanley MS Stock Holding History

PSI Advisors’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
-1,068
Closed -$125K – 461
2025
Q1 		$125K Hold
1,068
– – 0.04% 149
2024
Q4 		$134K Hold
1,068
– – 0.04% 156
2024
Q3 		$111K Hold
1,068
– – 0.03% 178
2024
Q2 		$104K Buy
1,068
+50
+5% +$4.76K 0.03% 179
2024
Q1 		$95.9K Sell
1,018
-1,500
-60% -$132K 0.03% 184
2023
Q4 		$235K Buy
2,518
+280
+13% +$22.4K 0.09% 117
2023
Q3 		$183K Buy
2,238
+1,200
+116% +$104K 0.08% 130
2023
Q2 		$88.6K Buy
1,038
+50
+5% +$4.28K 0.04% 181
2023
Q1 		$86.7K Sell
988
-13
-1% -$1.21K 0.04% 168
2022
Q4 		$85.1K Sell
1,001
-100
-9% -$8.52K 0.05% 162
2022
Q3 		$87K Sell
1,101
-100
-8% -$8.43K 0.05% 168
2022
Q2 		$92K Buy
1,201
+100
+9% +$8.19K 0.05% 181
2022
Q1 		$96K Sell
1,101
-77
-7% -$7.43K 0.04% 201
2021
Q4 		$116K Sell
1,178
-659
-36% -$65.6K 0.05% 183
2021
Q3 		$179K Buy
+1,837
New +$182K 0.08% 148
2020
Q1 		– Sell
-1,848
Closed -$94K – 400
2019
Q4 		$94K Buy
+1,848
New +$87.5K 0.06% 194

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return