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Safeguard Financial’s Morgan Stanley MS Stock Holding History

Safeguard Financial’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
-1,831
Closed -$230K – 114
2024
Q4 		$230K Sell
1,831
-702
-28% -$86.5K 0.05% 105
2024
Q3 		$264K Buy
2,533
+215
+9% +$21.7K 0.06% 100
2024
Q2 		$225K Buy
+2,318
New +$221K 0.06% 94
2023
Q3 		– Sell
-7
Closed -$1K – 373
2023
Q2 		$1K Buy
+7
New +$599 ﹤0.01% 554

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Financial's MS Position: Q1 2025 in Review

Safeguard Financial sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 1,831 shares — an estimated $230K sold.

Safeguard Financial first reported a position in MS in Q2 2023 and held it in 4 quarters. The position peaked at $264K in Q3 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Safeguard Financial reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Safeguard Financial sold 1,831 Morgan Stanley shares in Q1 2025, an estimated $230K.
  • Safeguard Financial first reported a position in Morgan Stanley in Q2 2023 and held it in 4 quarters.
  • Safeguard Financial's Morgan Stanley position peaked at $264K in Q3 2024.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.