R Squared’s Morgan Stanley MS Stock Holding History

R Squared’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	-1,787	Closed	-$208K	–	536
2025 Q1	$208K	Buy	1,787 +1,227	+219%	+$158K	0.22%	194
2024 Q4	$70.4K	Buy	+560	New	+$69K	0.07%	363

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

R Squared's MS Position: Q2 2025 in Review

R Squared sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 1,787 shares — an estimated $208K sold.

R Squared first reported a position in MS in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

R Squared reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
R Squared sold 1,787 Morgan Stanley shares in Q2 2025, an estimated $208K.
R Squared first reported a position in Morgan Stanley in Q4 2024 and held it in 2 quarters.
R Squared's Morgan Stanley position peaked at $208K in Q1 2025.
2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on R Squared's 13F filing for Q2 2025, filed 31 Jul 2025.