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Sellwood Investment Partners’s Morgan Stanley MS Stock Holding History

Sellwood Investment Partners’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 		– Sell
-5
Closed -$795 – 92
2025
Q3 		$795 Buy
+5
New +$738 ﹤0.01% 104

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Sellwood Investment Partners's MS Position: Q4 2025 in Review

Sellwood Investment Partners sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 5 shares — an estimated $795 sold.

Sellwood Investment Partners first reported a position in MS in Q3 2025 and held it in 1 quarter. The position peaked at $795 in Q3 2025. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Sellwood Investment Partners reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Sellwood Investment Partners sold 5 Morgan Stanley shares in Q4 2025, an estimated $795.
  • Sellwood Investment Partners first reported a position in Morgan Stanley in Q3 2025 and held it in 1 quarter.
  • Sellwood Investment Partners's Morgan Stanley position peaked at $795 in Q3 2025.
  • 2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.