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Running Point Capital Advisors’s Morgan Stanley MS Stock Holding History

Running Point Capital 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
Q4 		$352K Hold
1,982
– – 0.1% 104
2025
Q3 		$315K Buy
1,982
+44
+2% +$6.5K 0.08% 109
2025
Q2 		$273K Buy
1,938
+24
+1% +$2.95K 0.08% 106
2025
Q1 		$223K Buy
1,914
+101
+6% +$13K 0.07% 108
2024
Q4 		$228K Buy
+1,813
New +$223K 0.08% 97

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Running Point Capital Advisors's MS Position: Q4 2025 in Review

Running Point Capital Advisors held its Morgan Stanley (MS) position steady in Q4 2025 at 1,982 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #104.

Running Point Capital Advisors first reported a position in MS in Q4 2024 and has held it in 5 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Running Point Capital Advisors held 1,982 shares of Morgan Stanley worth $352K as of Q4 2025.
  • Running Point Capital Advisors left its Morgan Stanley share count unchanged in Q4 2025.
  • Morgan Stanley made up 0.1% of Running Point Capital Advisors's portfolio in Q4 2025, its #104 holding.
  • Running Point Capital Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.