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Symmetry Investments’s Morgan Stanley MS Stock Holding History

Symmetry Investments’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 		– Sell
-6,360
Closed -$1.01M – 182
2025
Q3 		$1.01M Buy
+6,360
New +$939K 0.05% 117
2023
Q4 		– Sell
-9,060
Closed -$740K – 231
2023
Q3 		$740K Buy
+9,060
New +$787K 0.15% 105

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Symmetry Investments's MS Position: Q4 2025 in Review

Symmetry Investments sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 6,360 shares — an estimated $1.01M sold.

Symmetry Investments first reported a position in MS in Q3 2023 and held it in 2 quarters. The position peaked at $1.01M in Q3 2025. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Symmetry Investments reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Symmetry Investments sold 6,360 Morgan Stanley shares in Q4 2025, an estimated $1.01M.
  • Symmetry Investments first reported a position in Morgan Stanley in Q3 2023 and held it in 2 quarters.
  • Symmetry Investments's Morgan Stanley position peaked at $1.01M in Q3 2025.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Symmetry Investments's 13F filing for Q4 2025, filed 17 Feb 2026.