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Watts Gwilliam & Co’s Morgan Stanley MS Stock Holding History

Watts Gwilliam & Co’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 		$491K Hold
3,090
– – 0.08% 139
2025
Q2 		$492K Buy
3,090
+68
+2% +$8.35K 0.08% 138
2025
Q1 		$353K Sell
3,022
-50
-2% -$6.44K 0.08% 151
2024
Q4 		$390K Sell
3,072
-45
-1% -$5.54K 0.08% 144
2024
Q3 		$335K Buy
+3,117
New +$314K 0.07% 154
2024
Q1 		$304K Buy
+3,055
New +$269K 0.09% 137

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

Watts Gwilliam & Co's MS Position: Q3 2025 in Review

Watts Gwilliam & Co held its Morgan Stanley (MS) position steady in Q3 2025 at 3,090 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #139.

Watts Gwilliam & Co first reported a position in MS in Q1 2024 and has held it in 6 quarters since. The position peaked at $492K in Q2 2025. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Watts Gwilliam & Co held 3,090 shares of Morgan Stanley worth $491K as of Q3 2025.
  • Watts Gwilliam & Co left its Morgan Stanley share count unchanged in Q3 2025.
  • Morgan Stanley made up 0.08% of Watts Gwilliam & Co's portfolio in Q3 2025, its #139 holding.
  • Watts Gwilliam & Co first reported a position in Morgan Stanley in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Morgan Stanley position peaked at $492K in Q2 2025.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.