Readystate Asset Management’s Morgan Stanley MS Stock Holding History

Readystate Asset Management’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
2026 Q1	$757K	Buy	+4,600	New	+$796K	0.03%	386
2025 Q2	–	Sell	-27,400	Closed	-$3.2M	–	821
2025 Q1	$3.2M	Buy	27,400 +1,300	+5%	+$168K	0.11%	199
2024 Q4	$3.28M	Sell	26,100 -128,200	-83%	-$15.8M	0.1%	208
2024 Q3	$16.1M	Buy	154,300 +146,900	+1,985%	+$14.8M	0.3%	91
2024 Q2	$719K	Sell	7,400 -121,300	-94%	-$11.5M	0.02%	405
2024 Q1	$12.1M	Buy	128,700 +88,300	+219%	+$7.78M	0.17%	124
2023 Q4	$3.77M	Sell	40,400 -9,400	-19%	-$752K	0.13%	162
2023 Q3	$4.07M	Buy	+49,800	New	+$4.32M	0.2%	126
2023 Q2	–	Sell	-3,500	Closed	-$307K	–	368
2023 Q1	$307K	Buy	+3,500	New	+$327K	0.03%	254

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Readystate Asset Management's MS Position: Q2 2025 in Review

Readystate Asset Management sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 5,760 shares — an estimated $672K sold.

Readystate Asset Management first reported a position in MS in Q3 2023 and held it in 2 quarters. The position peaked at $2.78M in Q3 2023. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Readystate Asset Management reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Readystate Asset Management sold 5,760 Morgan Stanley shares in Q2 2025, an estimated $672K.
Readystate Asset Management first reported a position in Morgan Stanley in Q3 2023 and held it in 2 quarters.
Readystate Asset Management's Morgan Stanley position peaked at $2.78M in Q3 2023.
2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Readystate Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.