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Vaughan David Investments’s Morgan Stanley MS Stock Holding History

Vaughan David Investments’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
-1,606
Closed -$202K – 217
2024
Q4 		$202K Buy
+1,606
New +$198K ﹤0.01% 209

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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 $2.9T AUM 29.55% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vaughan David Investments's MS Position: Q1 2025 in Review

Vaughan David Investments sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 1,606 shares — an estimated $202K sold.

Vaughan David Investments first reported a position in MS in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Vaughan David Investments reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Vaughan David Investments sold 1,606 Morgan Stanley shares in Q1 2025, an estimated $202K.
  • Vaughan David Investments first reported a position in Morgan Stanley in Q4 2024 and held it in 1 quarter.
  • Vaughan David Investments's Morgan Stanley position peaked at $202K in Q4 2024.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Vaughan David Investments's 13F filing for Q1 2025, filed 13 May 2025.