UWS
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Unique Wealth Strategies’s Morgan Stanley MS Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-83
Closed -$7.82K – 499
2024
Q2 		$7.82K Buy
+83
New +$7.9K ﹤0.01% 344

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Unique Wealth Strategies's MS Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 83 shares — an estimated $7.82K sold.

Unique Wealth Strategies first reported a position in MS in Q2 2024 and held it in 1 quarter. The position peaked at $7.82K in Q2 2024. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 83 Morgan Stanley shares in Q3 2024, an estimated $7.82K.
  • Unique Wealth Strategies first reported a position in Morgan Stanley in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Morgan Stanley position peaked at $7.82K in Q2 2024.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.