Safe Harbor Wealth Advisors’s Morgan Stanley MS Stock Holding History

Safe Harbor Wealth 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	$493K	Buy	+2,933	New	+$489K	0.48%	38

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Safe Harbor Wealth Advisors's MS Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Morgan Stanley (MS) in Q4 2025: 2,933 shares worth $493K. The stake represents 0.48% of the portfolio and ranks #38 among its holdings.

2,527 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Safe Harbor Wealth Advisors held 2,933 shares of Morgan Stanley worth $493K as of Q4 2025.
Morgan Stanley was a new Safe Harbor Wealth Advisors position in Q4 2025.
Morgan Stanley made up 0.48% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #38 holding.
2,527 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.