State of Wyoming’s Morgan Stanley MS Stock Holding History

State of Wyoming’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	–	Sell	-8	Closed	-$933	–	2009
2025 Q1	$933	Buy	8 +1	+14%	+$129	﹤0.01%	1611
2024 Q4	$880	Hold	7	–	–	﹤0.01%	1575
2024 Q3	$730	Buy	7 +1	+17%	+$101	﹤0.01%	1658
2024 Q2	$583	Buy	6 +2	+50%	+$190	﹤0.01%	1632
2024 Q1	$377	Sell	4 -2	-33%	-$176	﹤0.01%	1592
2023 Q4	$560	Buy	6 +1	+20%	+$80	﹤0.01%	1587
2023 Q3	$408	Buy	5 +1	+25%	+$87	﹤0.01%	1581
2023 Q2	$342	Buy	4 +1	+33%	+$86	﹤0.01%	1531
2023 Q1	$263	Hold	3	–	–	﹤0.01%	1560
2022 Q4	$255	Buy	3 +1	+50%	+$85	﹤0.01%	1537
2022 Q3	$0	Sell	2 -422	-100%	-$35.6K	﹤0.01%	1780
2022 Q2	$32K	Sell	424 -2,640	-86%	-$216K	0.02%	1224
2022 Q1	$268K	Sell	3,064 -125	-4%	-$12.1K	0.13%	103
2021 Q4	$313K	Sell	3,189 -2	-0.1%	-$199	0.15%	98
2021 Q3	$311K	Sell	3,191 -1,100	-26%	-$109K	0.2%	80
2021 Q2	$394K	Buy	4,291 +433	+11%	+$37.1K	0.25%	56
2021 Q1	$300K	Buy	+3,858	New	+$296K	0.49%	32

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 $3.38T AUM 44.17% 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

State of Wyoming's MS Position: Q2 2025 in Review

State of Wyoming sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 8 shares — an estimated $933 sold.

State of Wyoming first reported a position in MS in Q1 2021 and held it in 17 quarters. The position peaked at $394K in Q2 2021. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

State of Wyoming reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
State of Wyoming sold 8 Morgan Stanley shares in Q2 2025, an estimated $933.
State of Wyoming first reported a position in Morgan Stanley in Q1 2021 and held it in 17 quarters.
State of Wyoming's Morgan Stanley position peaked at $394K in Q2 2021.
2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on State of Wyoming's 13F filing for Q2 2025, filed 19 Aug 2025.