Quantessence Capital’s Morgan Stanley MS Stock Holding History

Quantessence Capital’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 Q4	–	Sell	-2,329	Closed	-$370K	–	110
2025 Q3	$370K	Buy	+2,329	New	+$344K	0.12%	133

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 $3.37T AUM 44.26% 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

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

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

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

Quantessence Capital's MS Position: Q4 2025 in Review

Quantessence Capital sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 2,329 shares — an estimated $370K sold.

Quantessence Capital first reported a position in MS in Q3 2025 and held it in 1 quarter. The position peaked at $370K in Q3 2025. 2,528 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Quantessence Capital reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
Quantessence Capital sold 2,329 Morgan Stanley shares in Q4 2025, an estimated $370K.
Quantessence Capital first reported a position in Morgan Stanley in Q3 2025 and held it in 1 quarter.
Quantessence Capital's Morgan Stanley position peaked at $370K in Q3 2025.
2,528 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Quantessence Capital's 13F filing for Q4 2025, filed 17 Feb 2026.