San Luis Wealth Advisors’s Morgan Stanley MS Stock Holding History

San Luis 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 Q1	–	Sell	-6,990	Closed	-$879K	–	152
2024 Q4	$879K	Buy	6,990 +419	+6%	+$51.6K	0.17%	64
2024 Q3	$685K	Buy	6,571 +3,427	+109%	+$345K	0.14%	76
2024 Q2	$306K	Buy	+3,144	New	+$299K	0.07%	97
2022 Q2	–	Sell	-14,244	Closed	-$1.4M	–	298
2022 Q1	$1.4M	Buy	+14,244	New	+$1.37M	0.68%	34

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

San Luis Wealth Advisors's MS Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 6,990 shares — an estimated $879K sold.

San Luis Wealth Advisors first reported a position in MS in Q1 2022 and held it in 4 quarters. The position peaked at $1.4M in Q1 2022. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

San Luis Wealth Advisors reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 6,990 Morgan Stanley shares in Q1 2025, an estimated $879K.
San Luis Wealth Advisors first reported a position in Morgan Stanley in Q1 2022 and held it in 4 quarters.
San Luis Wealth Advisors's Morgan Stanley position peaked at $1.4M in Q1 2022.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.