PUREfi Wealth’s Morgan Stanley MS Stock Holding History

PUREfi Wealth’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	-4,273	Closed	-$537K	–	163
2024 Q4	$537K	Buy	+4,273	New	+$526K	0.53%	47

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PUREfi Wealth's MS Position: Q1 2025 in Review

PUREfi Wealth sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 4,273 shares — an estimated $537K sold.

PUREfi Wealth first reported a position in MS in Q4 2024 and held it in 1 quarter. The position peaked at $537K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

PUREfi Wealth reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
PUREfi Wealth sold 4,273 Morgan Stanley shares in Q1 2025, an estimated $537K.
PUREfi Wealth first reported a position in Morgan Stanley in Q4 2024 and held it in 1 quarter.
PUREfi Wealth's Morgan Stanley position peaked at $537K in Q4 2024.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on PUREfi Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.