Transce3nd’s Morgan Stanley MS Stock Holding History

Transce3nd’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	-214	Closed	-$30.1K	–	771
2025 Q2	$30.1K	Sell	214 -88	-29%	-$10.8K	0.01%	380
2025 Q1	$35.2K	Hold	302	–	–	0.02%	342
2024 Q4	$38K	Buy	+302	New	+$37.2K	0.01%	433

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Transce3nd's MS Position: Q3 2025 in Review

Transce3nd sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 214 shares — an estimated $30.1K sold.

Transce3nd first reported a position in MS in Q4 2024 and held it in 3 quarters. The position peaked at $38K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Transce3nd reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 214 Morgan Stanley shares in Q3 2025, an estimated $30.1K.
Transce3nd first reported a position in Morgan Stanley in Q4 2024 and held it in 3 quarters.
Transce3nd's Morgan Stanley position peaked at $38K in Q4 2024.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.