UE
MS icon

Unisphere Establishment’s Morgan Stanley MS Stock Holding History

Unisphere Establishment’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
-1,050,000
Closed -$132M – 66
2024
Q4 		$132M Sell
1,050,000
-900,000
-46% -$111M 1.15% 24
2024
Q3 		$203M Hold
1,950,000
– – 1.93% 14
2024
Q2 		$190M Hold
1,950,000
– – 1.91% 16
2024
Q1 		$184M Sell
1,950,000
-415,000
-18% -$36.5M 1.86% 16
2023
Q4 		$221M Buy
+2,365,000
New +$189M 2.28% 15

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

Unisphere Establishment's MS Position: Q1 2025 in Review

Unisphere Establishment sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 1,050,000 shares — an estimated $132M sold.

Unisphere Establishment first reported a position in MS in Q4 2023 and held it in 5 quarters. The position peaked at $221M in Q4 2023. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Unisphere Establishment reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Unisphere Establishment sold 1,050,000 Morgan Stanley shares in Q1 2025, an estimated $132M.
  • Unisphere Establishment first reported a position in Morgan Stanley in Q4 2023 and held it in 5 quarters.
  • Unisphere Establishment's Morgan Stanley position peaked at $221M in Q4 2023.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Unisphere Establishment's 13F filing for Q1 2025, filed 15 May 2025.