Semmax Financial Advisors’s Morgan Stanley MS Stock Holding History

Semmax Financial 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 Q2	$78.5K	Hold	544	–	–	0.02%	165
2025 Q1	$66.7K	Hold	544	–	–	0.02%	156
2024 Q4	$74.9K	Buy	544 +25	+5%	+$3.08K	0.02%	146
2024 Q3	$69.1K	Hold	519	–	–	0.02%	139
2024 Q2	$50.7K	Hold	519	–	–	0.02%	151
2024 Q1	$51.6K	Hold	519	–	–	0.02%	145
2023 Q4	$44K	Hold	519	–	–	0.02%	147
2023 Q3	$39.4K	Buy	+519	New	+$45.1K	0.02%	132
2022 Q4	$50K	Hold	519	–	–	0.02%	114
2022 Q3	$45K	Hold	519	–	–	0.02%	113
2022 Q2	$47K	Hold	519	–	–	0.02%	114
2022 Q1	$45K	Hold	519	–	–	0.02%	130
2021 Q4	$51K	Hold	519	–	–	0.02%	126
2021 Q3	$51K	Hold	519	–	–	0.02%	122
2021 Q2	$48K	Hold	519	–	–	0.02%	124
2021 Q1	$40K	Hold	519	–	–	0.01%	134
2020 Q4	$36K	Hold	519	–	–	0.01%	132
2020 Q3	$25K	Sell	519 -159	-23%	-$8.01K	0.01%	132
2020 Q2	$33K	Hold	678	–	–	0.02%	124
2020 Q1	$23K	Hold	678	–	–	0.01%	129
2019 Q4	$35K	Hold	678	–	–	0.02%	128
2019 Q3	$29K	Sell	678 -52	-7%	-$2.22K	0.02%	131
2019 Q2	$32K	Sell	730 -284	-28%	-$12.7K	0.02%	136
2019 Q1	$43K	Sell	1,014 -214	-17%	-$9.01K	0.03%	202
2018 Q4	$49K	Buy	+1,228	New	+$53.6K	0.04%	191

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Semmax Financial Advisors's MS Position: Q2 2025 in Review

Semmax Financial Advisors held its Morgan Stanley (MS) position steady in Q2 2025 at 544 shares worth $78.5K. The position accounts for 0.02% of the portfolio, ranked #165.

Semmax Financial Advisors first reported a position in MS in Q4 2018 and has held it in 25 quarters since. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Semmax Financial Advisors held 544 shares of Morgan Stanley worth $78.5K as of Q2 2025.
Semmax Financial Advisors left its Morgan Stanley share count unchanged in Q2 2025.
Morgan Stanley made up 0.02% of Semmax Financial Advisors's portfolio in Q2 2025, its #165 holding.
Semmax Financial Advisors first reported a position in Morgan Stanley in Q4 2018 and has held it in 25 quarters since.
2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.