TA
MS icon

TFB Advisors’s Morgan Stanley MS Stock Holding History

TFB Advisors’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
-2,280
Closed -$321K – 336
2025
Q2 		$321K Sell
2,280
-131
-5% -$16.1K 0.08% 245
2025
Q1 		$281K Sell
2,411
-93
-4% -$12K 0.08% 258
2024
Q4 		$315K Sell
2,504
-158
-6% -$19.5K 0.09% 234
2024
Q3 		$277K Buy
2,662
+99
+4% +$9.97K 0.08% 253
2024
Q2 		$249K Buy
+2,563
New +$244K 0.08% 254

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TFB Advisors's MS Position: Q3 2025 in Review

TFB Advisors sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 2,280 shares — an estimated $321K sold.

TFB Advisors first reported a position in MS in Q2 2024 and held it in 5 quarters. The position peaked at $321K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • TFB Advisors reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • TFB Advisors sold 2,280 Morgan Stanley shares in Q3 2025, an estimated $321K.
  • TFB Advisors first reported a position in Morgan Stanley in Q2 2024 and held it in 5 quarters.
  • TFB Advisors's Morgan Stanley position peaked at $321K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.