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Schechter Investment Advisors’s Morgan Stanley MS Stock Holding History

Schechter Investment 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 		$1.28M Sell
11,001
-2,828
-20% -$364K 0.11% 189
2024
Q4 		$1.74M Sell
13,829
-1,739
-11% -$214K 0.13% 146
2024
Q3 		$1.62M Sell
15,568
-2,943
-16% -$296K 0.12% 165
2024
Q2 		$1.8M Buy
18,511
+2,113
+13% +$201K 0.14% 136
2024
Q1 		$1.54M Sell
16,398
-3,131
-16% -$276K 0.12% 169
2023
Q4 		$1.82M Buy
19,529
+2,650
+16% +$212K 0.16% 127
2023
Q3 		$1.38M Buy
16,879
+7,546
+81% +$655K 0.13% 160
2023
Q2 		$797K Sell
9,333
-1,241
-12% -$106K 0.07% 287
2023
Q1 		$928K Buy
10,574
+1,562
+17% +$146K 0.09% 268
2022
Q4 		$766K Buy
9,012
+1,120
+14% +$95.5K 0.07% 375
2022
Q3 		$624K Buy
7,892
+738
+10% +$62.2K 0.06% 442
2022
Q2 		$544K Sell
7,154
-156
-2% -$12.8K 0.05% 504
2022
Q1 		$639K Buy
7,310
+2,028
+38% +$196K 0.06% 457
2021
Q4 		$518K Buy
+5,282
New +$526K 0.05% 492

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

Schechter Investment Advisors's MS Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Morgan Stanley (MS) stake by 20% in Q1 2025, selling an estimated $364K and leaving 11,001 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #189.

Schechter Investment Advisors first reported a position in MS in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.82M in Q4 2023. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Schechter Investment Advisors held 11,001 shares of Morgan Stanley worth $1.28M as of Q1 2025.
  • Schechter Investment Advisors sold 2,828 Morgan Stanley shares in Q1 2025, an estimated $364K.
  • Morgan Stanley made up 0.11% of Schechter Investment Advisors's portfolio in Q1 2025, its #189 holding.
  • Schechter Investment Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Morgan Stanley position peaked at $1.82M in Q4 2023.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.