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Studio Investment Management’s Morgan Stanley MS Stock Holding History

Studio Investment Management’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
-20
Closed -$2.33K – 258
2025
Q1 		$2.33K Buy
+20
New +$2.58K ﹤0.01% 291

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Studio Investment Management's MS Position: Q2 2025 in Review

Studio Investment Management sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 20 shares — an estimated $2.33K sold.

Studio Investment Management first reported a position in MS in Q1 2025 and held it in 1 quarter. The position peaked at $2.33K in Q1 2025. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Studio Investment Management reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 20 Morgan Stanley shares in Q2 2025, an estimated $2.33K.
  • Studio Investment Management first reported a position in Morgan Stanley in Q1 2025 and held it in 1 quarter.
  • Studio Investment Management's Morgan Stanley position peaked at $2.33K in Q1 2025.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.