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Realta Investment Advisors’s Morgan Stanley MS Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-244
Closed -$34.4K – 345
2025
Q2 		$34.4K Sell
244
-133
-35% -$16.3K 0.01% 241
2025
Q1 		$44K Sell
377
-29
-7% -$3.74K 0.02% 239
2024
Q4 		$51.1K Sell
406
-444
-52% -$54.7K 0.02% 254
2024
Q3 		$95.4K Sell
850
-580
-41% -$58.4K 0.04% 215
2024
Q2 		$139K Sell
1,430
-774
-35% -$73.7K 0.03% 432
2024
Q1 		$208K Buy
+2,204
New +$194K 0.04% 395
2023
Q4 		– Sell
-2,911
Closed -$249K – 663
2023
Q3 		$249K Hold
2,911
– – 0.06% 329
2023
Q2 		$249K Sell
2,911
-13
-0.4% -$1.11K 0.05% 347
2023
Q1 		$257K Sell
2,924
-19
-0.6% -$1.77K 0.06% 322
2022
Q4 		$250K Sell
2,943
-125
-4% -$10.7K 0.06% 344
2022
Q3 		$242K Sell
3,068
-557
-15% -$46.9K 0.06% 324
2022
Q2 		$278K Sell
3,625
-250
-6% -$20.5K 0.07% 287
2022
Q1 		$339K Buy
3,875
+298
+8% +$28.8K 0.07% 282
2021
Q4 		$351K Sell
3,577
-19
-0.5% -$1.89K 0.08% 279
2021
Q3 		$350K Buy
3,596
+896
+33% +$88.8K 0.08% 268
2021
Q2 		$248K Buy
+2,700
New +$232K 0.06% 331
2020
Q1 		– Sell
-3,133
Closed -$157K – 974
2019
Q4 		$157K Buy
3,133
+1,601
+105% +$75.8K 0.04% 391
2019
Q3 		$65K Sell
1,532
-335
-18% -$14.3K 0.02% 602
2019
Q2 		$81K Buy
1,867
+538
+40% +$24K 0.02% 559
2019
Q1 		$56K Buy
+1,329
New +$55.9K 0.03% 519

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Realta Investment Advisors's MS Position: Q3 2025 in Review

Realta Investment Advisors sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 244 shares — an estimated $34.4K sold.

Realta Investment Advisors first reported a position in MS in Q1 2019 and held it in 20 quarters. The position peaked at $351K in Q4 2021. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Realta Investment Advisors reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 244 Morgan Stanley shares in Q3 2025, an estimated $34.4K.
  • Realta Investment Advisors first reported a position in Morgan Stanley in Q1 2019 and held it in 20 quarters.
  • Realta Investment Advisors's Morgan Stanley position peaked at $351K in Q4 2021.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Realta Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.