Swan Capital’s Morgan Stanley MS Stock Holding History

Swan Capital’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 Q3	–	Sell	-49	Closed	-$6.9K	–	529
2025 Q2	$6.9K	Buy	+49	New	+$6.02K	﹤0.01%	197

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Swan Capital's MS Position: Q3 2025 in Review

Swan Capital sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 49 shares — an estimated $6.9K sold.

Swan Capital first reported a position in MS in Q2 2025 and held it in 1 quarter. The position peaked at $6.9K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Swan Capital reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Swan Capital sold 49 Morgan Stanley shares in Q3 2025, an estimated $6.9K.
Swan Capital first reported a position in Morgan Stanley in Q2 2025 and held it in 1 quarter.
Swan Capital's Morgan Stanley position peaked at $6.9K in Q2 2025.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Swan Capital's 13F filing for Q3 2025, filed 14 Nov 2025.