Real Talk Capital’s Morgan Stanley MS Stock Holding History

Real Talk 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	-1,691	Closed	-$269K	–	98
2025 Q3	$269K	Buy	+1,691	New	+$250K	0.29%	74

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Real Talk Capital's MS Position: Q4 2025 in Review

Real Talk Capital sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 1,691 shares — an estimated $269K sold.

Real Talk Capital first reported a position in MS in Q3 2025 and held it in 1 quarter. The position peaked at $269K in Q3 2025. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Real Talk Capital reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
Real Talk Capital sold 1,691 Morgan Stanley shares in Q4 2025, an estimated $269K.
Real Talk Capital first reported a position in Morgan Stanley in Q3 2025 and held it in 1 quarter.
Real Talk Capital's Morgan Stanley position peaked at $269K in Q3 2025.
2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Real Talk Capital's 13F filing for Q4 2025, filed 11 Feb 2026.