Scott Marsh Financial’s Morgan Stanley MS Stock Holding History

Scott Marsh 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 Q2	$1.35M	Buy	+9,596	New	+$1.18M	0.5%	55

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Scott Marsh Financial's MS Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Morgan Stanley (MS) in Q2 2025: 9,596 shares worth $1.35M. The stake represents 0.5% of the portfolio and ranks #55 among its holdings.

2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Scott Marsh Financial held 9,596 shares of Morgan Stanley worth $1.35M as of Q2 2025.
Morgan Stanley was a new Scott Marsh Financial position in Q2 2025.
Morgan Stanley made up 0.5% of Scott Marsh Financial's portfolio in Q2 2025, its #55 holding.
2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.