US Asset Management LLC’s Morgan Stanley MS Stock Holding History

US Asset Management LLC’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	-2,226	Closed	-$314K	–	120
2025 Q2	$314K	Sell	2,226 -5,606	-72%	-$689K	0.27%	91
2025 Q1	$914K	Buy	7,832 +2,020	+35%	+$260K	0.87%	30
2024 Q4	$731K	Hold	5,812	–	–	0.66%	40
2024 Q3	$772K	Sell	5,812 -12	-0.2%	-$1.21K	0.68%	41
2024 Q2	$566K	Sell	5,824 -291	-5%	-$27.7K	0.51%	54
2024 Q1	$576K	Sell	6,115 -61	-1%	-$5.37K	0.52%	59
2023 Q4	$576K	Buy	+6,176	New	+$494K	0.57%	58
2023 Q2	$532K	Hold	6,231	–	–	0.56%	58
2023 Q1	$547K	Hold	6,231	–	–	0.56%	51
2022 Q4	$530K	Buy	+6,231	New	+$531K	0.57%	52
2022 Q2	$474K	Hold	6,231	–	–	0.52%	58
2022 Q1	$545K	Hold	6,231	–	–	0.5%	54
2021 Q4	$612K	Hold	6,231	–	–	0.59%	53
2021 Q3	$606K	Buy	+6,231	New	+$617K	0.59%	52

Other funds holding MS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

US Asset Management LLC's MS Position: Q3 2025 in Review

US Asset Management LLC sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 2,226 shares — an estimated $314K sold.

US Asset Management LLC first reported a position in MS in Q3 2021 and held it in 14 quarters. The position peaked at $914K in Q1 2025. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

US Asset Management LLC reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
US Asset Management LLC sold 2,226 Morgan Stanley shares in Q3 2025, an estimated $314K.
US Asset Management LLC first reported a position in Morgan Stanley in Q3 2021 and held it in 14 quarters.
US Asset Management LLC's Morgan Stanley position peaked at $914K in Q1 2025.
2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on US Asset Management LLC's 13F filing for Q3 2025, filed 18 Nov 2025.