Shorepoint Capital Partners’s Morgan Stanley MS Stock Holding History

Shorepoint Capital 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 Q3	$5.57M	Buy	+35,060	New	+$5.18M	1.11%	31
2025 Q1	$4.13M	Buy	35,380 +673	+2%	+$86.7K	0.93%	46
2024 Q4	$4.36M	Sell	34,707 -808	-2%	-$99.5K	1%	37
2024 Q3	$3.7M	Buy	35,515 +82	+0.2%	+$8.26K	0.84%	47
2024 Q2	$3.44M	Buy	35,433 +1,190	+3%	+$113K	0.81%	49
2024 Q1	$3.22M	Buy	34,243 +526	+2%	+$46.3K	0.79%	50
2023 Q4	$3.14M	Buy	33,717 +3,439	+11%	+$275K	0.84%	45
2023 Q3	$2.47M	Buy	30,278 +3,115	+11%	+$270K	0.73%	53
2023 Q2	$2.32M	Buy	+27,163	New	+$2.32M	0.65%	57

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

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

Shorepoint Capital Partners's MS Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Morgan Stanley (MS) in Q3 2025: 35,060 shares worth $5.57M. The stake represents 1.11% of the portfolio and ranks #31 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in MS as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in MS in Q2 2023 and has held it in 9 quarters since. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Shorepoint Capital Partners held 35,060 shares of Morgan Stanley worth $5.57M as of Q3 2025.
Morgan Stanley was a new Shorepoint Capital Partners position in Q3 2025.
Morgan Stanley made up 1.11% of Shorepoint Capital Partners's portfolio in Q3 2025, its #31 holding.
Shorepoint Capital Partners first reported a position in Morgan Stanley in Q2 2023 and has held it in 9 quarters since.
2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.