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Ritter Daniher Financial Advisory’s Morgan Stanley MS Stock Holding History

Ritter Daniher Financial 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
Q1 		– Sell
-125
Closed -$15.7K – 323
2024
Q4 		$15.7K Hold
125
– – ﹤0.01% 221
2024
Q3 		$13K Hold
125
– – ﹤0.01% 225
2024
Q2 		$12.1K Buy
+125
New +$11.9K ﹤0.01% 221

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ritter Daniher Financial Advisory's MS Position: Q1 2025 in Review

Ritter Daniher Financial Advisory sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 125 shares — an estimated $15.7K sold.

Ritter Daniher Financial Advisory first reported a position in MS in Q2 2024 and held it in 3 quarters. The position peaked at $15.7K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Ritter Daniher Financial Advisory reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 125 Morgan Stanley shares in Q1 2025, an estimated $15.7K.
  • Ritter Daniher Financial Advisory first reported a position in Morgan Stanley in Q2 2024 and held it in 3 quarters.
  • Ritter Daniher Financial Advisory's Morgan Stanley position peaked at $15.7K in Q4 2024.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.