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Synergy Asset Management’s Morgan Stanley MS Stock Holding History

Synergy Asset 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
Q1 		– Sell
-180
Closed -$18.8K – 552
2024
Q4 		$18.8K Buy
+180
New +$22.2K ﹤0.01% 373

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

Synergy Asset Management's MS Position: Q1 2025 in Review

Synergy Asset Management sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 180 shares — an estimated $18.8K sold.

Synergy Asset Management first reported a position in MS in Q4 2024 and held it in 1 quarter. The position peaked at $18.8K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Synergy Asset Management reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 180 Morgan Stanley shares in Q1 2025, an estimated $18.8K.
  • Synergy Asset Management first reported a position in Morgan Stanley in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Morgan Stanley position peaked at $18.8K in Q4 2024.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.