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The Family Firm’s Morgan Stanley MS Stock Holding History

The Family Firm’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
-1,747
Closed -$204K – 164
2025
Q1 		$204K Sell
1,747
-272
-13% -$35K 0.05% 210
2024
Q4 		$254K Buy
2,019
+13
+0.6% +$1.6K 0.06% 182
2024
Q3 		$209K Buy
2,006
+19
+1% +$1.91K 0.05% 202
2024
Q2 		$193K Buy
+1,987
New +$189K 0.04% 201

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 $336B AUM 34.66% 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

The Family Firm's MS Position: Q2 2025 in Review

The Family Firm sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 1,747 shares — an estimated $204K sold.

The Family Firm first reported a position in MS in Q2 2024 and held it in 4 quarters. The position peaked at $254K in Q4 2024. 2,205 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • The Family Firm reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,747 Morgan Stanley shares in Q2 2025, an estimated $204K.
  • The Family Firm first reported a position in Morgan Stanley in Q2 2024 and held it in 4 quarters.
  • The Family Firm's Morgan Stanley position peaked at $254K in Q4 2024.
  • 2,205 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.