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Ransom Advisory’s Morgan Stanley MS Stock Holding History

Ransom Advisory’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 		$261K Hold
1,469
– – 0.1% 114
2025
Q3 		$234K Sell
1,469
-125
-8% -$18.5K 0.11% 104
2025
Q2 		$225K Hold
1,594
– – 0.11% 107
2025
Q1 		$186K Hold
1,594
– – 0.09% 114
2024
Q4 		$200K Hold
1,594
– – 0.09% 122
2024
Q3 		$166K Hold
1,594
– – 0.08% 131
2024
Q2 		$155K Buy
1,594
+700
+78% +$66.6K 0.08% 132
2024
Q1 		$84.2K Buy
+894
New +$78.7K 0.04% 159

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ransom Advisory's MS Position: Q4 2025 in Review

Ransom Advisory held its Morgan Stanley (MS) position steady in Q4 2025 at 1,469 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #114.

Ransom Advisory first reported a position in MS in Q1 2024 and has held it in 8 quarters since. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Ransom Advisory held 1,469 shares of Morgan Stanley worth $261K as of Q4 2025.
  • Ransom Advisory left its Morgan Stanley share count unchanged in Q4 2025.
  • Morgan Stanley made up 0.1% of Ransom Advisory's portfolio in Q4 2025, its #114 holding.
  • Ransom Advisory first reported a position in Morgan Stanley in Q1 2024 and has held it in 8 quarters since.
  • 2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.