Spectrum Wealth Counsel’s Morgan Stanley MS Stock Holding History

Spectrum Wealth Counsel’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 Q1	$7.05M	Sell	60,420 -660	-1%	-$85K	0.85%	39
2024 Q4	$7.68M	Buy	61,080 +235	+0.4%	+$28.9K	0.9%	31
2024 Q3	$6.34M	Buy	+60,845	New	+$6.13M	0.75%	39
2024 Q1	–	Sell	-671	Closed	-$62.6K	–	386
2023 Q4	$62.6K	Buy	+671	New	+$53.7K	0.01%	188

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spectrum Wealth Counsel's MS Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Morgan Stanley (MS) stake by 1.1% in Q1 2025, selling an estimated $85K and leaving 60,420 shares worth $7.05M. The position accounts for 0.85% of the portfolio, ranked #39.

Spectrum Wealth Counsel first reported a position in MS in Q4 2023 and has held it in 4 quarters since. The position peaked at $7.68M in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Spectrum Wealth Counsel held 60,420 shares of Morgan Stanley worth $7.05M as of Q1 2025.
Spectrum Wealth Counsel sold 660 Morgan Stanley shares in Q1 2025, an estimated $85K.
Morgan Stanley made up 0.85% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #39 holding.
Spectrum Wealth Counsel first reported a position in Morgan Stanley in Q4 2023 and has held it in 4 quarters since.
Spectrum Wealth Counsel's Morgan Stanley position peaked at $7.68M in Q4 2024.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.