Transform Wealth’s Morgan Stanley MS Stock Holding History

Transform Wealth’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
2024 Q4	–	Sell	-1,948	Closed	-$203K	–	271
2024 Q3	$203K	Buy	+1,948	New	+$196K	0.01%	212
2019 Q3	–	Sell	-38,101	Closed	-$1.67M	–	231
2019 Q2	$1.67M	Buy	38,101 +2,653	+7%	+$118K	0.25%	103
2019 Q1	$1.5M	Sell	35,448 -243	-0.7%	-$10.2K	0.28%	102
2018 Q4	$1.42M	Buy	35,691 +1,868	+6%	+$81.5K	0.29%	99
2018 Q3	$1.57M	Buy	33,823 +2,286	+7%	+$112K	0.27%	100
2018 Q2	$1.5M	Buy	31,537 +2,606	+9%	+$136K	0.27%	107
2018 Q1	$1.56M	Buy	28,931 +726	+3%	+$40.2K	0.3%	111
2017 Q4	$1.48M	Buy	28,205 +2,178	+8%	+$110K	0.27%	122
2017 Q3	$1.25M	Buy	+26,027	New	+$1.21M	0.44%	88
2017 Q2	–	Sell	-23,430	Closed	-$1M	–	116
2017 Q1	$1M	Buy	+23,430	New	+$1.04M	0.38%	97

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Transform Wealth's MS Position: Q4 2024 in Review

Transform Wealth sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 1,948 shares — an estimated $203K sold.

Transform Wealth first reported a position in MS in Q1 2017 and held it in 10 quarters. The position peaked at $1.67M in Q2 2019. 2,113 funds tracked by Wall St. Rank hold MS as of Q4 2024.

Transform Wealth reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
Transform Wealth sold 1,948 Morgan Stanley shares in Q4 2024, an estimated $203K.
Transform Wealth first reported a position in Morgan Stanley in Q1 2017 and held it in 10 quarters.
Transform Wealth's Morgan Stanley position peaked at $1.67M in Q2 2019.
2,113 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.