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Tortoise Investment Management’s Morgan Stanley MS Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-406
Closed -$64.6K – 970
2025
Q3 		$64.6K Buy
406
+21
+5% +$3.1K 0.01% 359
2025
Q2 		$54.2K Buy
385
+52
+16% +$6.39K 0.01% 370
2025
Q1 		$38.9K Sell
333
-686
-67% -$88.4K ﹤0.01% 407
2024
Q4 		$128K Sell
1,019
-182
-15% -$22.4K 0.01% 276
2024
Q3 		$125K Buy
1,201
+429
+56% +$43.2K 0.01% 281
2024
Q2 		$75.1K Buy
772
+313
+68% +$29.8K 0.01% 335
2024
Q1 		$43.2K Buy
459
+53
+13% +$4.67K 0.01% 398
2023
Q4 		$37.9K Sell
406
-11
-3% -$880 0.01% 394
2023
Q3 		$34.1K Buy
417
+61
+17% +$5.3K 0.01% 390
2023
Q2 		$30.4K Buy
356
+208
+141% +$17.8K ﹤0.01% 410
2023
Q1 		$13K Sell
148
-11
-7% -$1.03K ﹤0.01% 515
2022
Q4 		$13.5K Hold
159
– – ﹤0.01% 505
2022
Q3 		$13K Sell
159
-19
-11% -$1.6K ﹤0.01% 496
2022
Q2 		$14K Buy
178
+78
+78% +$6.39K ﹤0.01% 476
2022
Q1 		$9K Hold
100
– – ﹤0.01% 514
2021
Q4 		$10K Buy
+100
New +$9.96K ﹤0.01% 485

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
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's MS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 406 shares — an estimated $64.6K sold.

Tortoise Investment Management first reported a position in MS in Q4 2021 and held it in 16 quarters. The position peaked at $128K in Q4 2024. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 406 Morgan Stanley shares in Q4 2025, an estimated $64.6K.
  • Tortoise Investment Management first reported a position in Morgan Stanley in Q4 2021 and held it in 16 quarters.
  • Tortoise Investment Management's Morgan Stanley position peaked at $128K in Q4 2024.
  • 2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.