Stephens Consulting’s Morgan Stanley MS Stock Holding History

Stephens Consulting’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 Q4	$28.8K	Buy	162 +37	+30%	+$6.17K	0.01%	174
2025 Q3	$19.9K	Sell	125 -56	-31%	-$8.27K	0.01%	189
2025 Q2	$25.5K	Buy	181 +56	+45%	+$6.88K	0.01%	249
2025 Q1	$14.6K	Sell	125 -49	-28%	-$6.31K	﹤0.01%	292
2024 Q4	$21.9K	Hold	174	–	–	0.01%	268
2024 Q3	$18.1K	Sell	174 -26	-13%	-$2.62K	﹤0.01%	277
2024 Q2	$19.4K	Buy	200 +75	+60%	+$7.14K	0.01%	267
2024 Q1	$11.8K	Hold	125	–	–	﹤0.01%	296
2023 Q4	$11.7K	Hold	125	–	–	﹤0.01%	297
2023 Q3	$10.2K	Hold	125	–	–	﹤0.01%	306
2023 Q2	$10.7K	Hold	125	–	–	﹤0.01%	302
2023 Q1	$11K	Hold	125	–	–	0.01%	307
2022 Q4	$10.6K	Hold	125	–	–	0.01%	286
2022 Q3	$9.88K	Hold	125	–	–	0.01%	335
2022 Q2	$9.51K	Hold	125	–	–	0.01%	333
2022 Q1	$10.9K	Hold	125	–	–	0.01%	341
2021 Q4	$12.3K	Buy	+125	New	+$12.5K	0.01%	371

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

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Stephens Consulting's MS Position: Q4 2025 in Review

Stephens Consulting increased its Morgan Stanley (MS) stake by 30% in Q4 2025, buying an estimated $6.17K and bringing the position to 162 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #174.

Stephens Consulting first reported a position in MS in Q4 2021 and has held it in 17 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Stephens Consulting held 162 shares of Morgan Stanley worth $28.8K as of Q4 2025.
Stephens Consulting bought 37 Morgan Stanley shares in Q4 2025, an estimated $6.17K.
Morgan Stanley made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #174 holding.
Stephens Consulting first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.