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Transcendent Capital Group’s Morgan Stanley MS Stock Holding History

Transcendent Capital Group’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
-117
Closed -$14.7K – 297
2024
Q4 		$14.7K Hold
117
– – 0.01% 306
2024
Q3 		$12.2K Hold
117
– – 0.01% 341
2024
Q2 		$11.4K Hold
117
– – 0.01% 315
2024
Q1 		$11K Hold
117
– – 0.01% 321
2023
Q4 		$10.9K Buy
+117
New +$9.36K 0.01% 264

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Transcendent Capital Group's MS Position: Q1 2025 in Review

Transcendent Capital Group sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 117 shares — an estimated $14.7K sold.

Transcendent Capital Group first reported a position in MS in Q4 2023 and held it in 5 quarters. The position peaked at $14.7K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Transcendent Capital Group reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 117 Morgan Stanley shares in Q1 2025, an estimated $14.7K.
  • Transcendent Capital Group first reported a position in Morgan Stanley in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's Morgan Stanley position peaked at $14.7K in Q4 2024.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.