Siligmueller & Norvid Wealth Advisors’s Morgan Stanley MS Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$511K	Buy	+3,216	New	+$475K	0.23%	83

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

Siligmueller & Norvid Wealth Advisors's MS Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Morgan Stanley (MS) in Q3 2025: 3,216 shares worth $511K. The stake represents 0.23% of the portfolio and ranks #83 among its holdings.

2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 3,216 shares of Morgan Stanley worth $511K as of Q3 2025.
Morgan Stanley was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Morgan Stanley made up 0.23% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #83 holding.
2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.