Steward Partners Investment Solutions’s Morgan Stanley MS Stock Holding History

Steward Partners Investment Solutions’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
2024 Q1	$633K	Buy	+6,725	New	+$592K	0.11%	132

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Steward Partners Investment Solutions's MS Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Morgan Stanley (MS) in Q1 2024: 6,725 shares worth $633K. The stake represents 0.11% of the portfolio and ranks #132 among its holdings.

1,798 funds tracked by Wall St. Rank hold MS as of Q1 2024.

Steward Partners Investment Solutions held 6,725 shares of Morgan Stanley worth $633K as of Q1 2024.
Morgan Stanley was a new Steward Partners Investment Solutions position in Q1 2024.
Morgan Stanley made up 0.11% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #132 holding.
1,798 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.