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Richard W. Paul & Associates’s Morgan Stanley MS Stock Holding History

Richard W. Paul & Associates’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
-61
Closed -$8.59K – 329
2025
Q2 		$8.59K Sell
61
-1
-2% -$123 ﹤0.01% 246
2025
Q1 		$7.23K Sell
62
-20
-24% -$2.58K ﹤0.01% 248
2024
Q4 		$10.3K Sell
82
-15
-15% -$1.85K ﹤0.01% 303
2024
Q3 		$10.1K Buy
+97
New +$9.77K ﹤0.01% 308
2023
Q1 		– Sell
-3,914
Closed -$333K – 557
2022
Q4 		$333K Buy
+3,914
New +$334K 0.17% 134

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

Richard W. Paul & Associates's MS Position: Q3 2025 in Review

Richard W. Paul & Associates sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 61 shares — an estimated $8.59K sold.

Richard W. Paul & Associates first reported a position in MS in Q4 2022 and held it in 5 quarters. The position peaked at $333K in Q4 2022. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Richard W. Paul & Associates reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 61 Morgan Stanley shares in Q3 2025, an estimated $8.59K.
  • Richard W. Paul & Associates first reported a position in Morgan Stanley in Q4 2022 and held it in 5 quarters.
  • Richard W. Paul & Associates's Morgan Stanley position peaked at $333K in Q4 2022.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Richard W. Paul & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.