Wealth Group’s Morgan Stanley MS Stock Holding History

Wealth Group’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	-1,704	Closed	-$214K	–	165
2024 Q4	$214K	Buy	+1,704	New	+$210K	0.14%	152

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Group's MS Position: Q1 2025 in Review

Wealth Group sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 1,704 shares — an estimated $214K sold.

Wealth Group first reported a position in MS in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Wealth Group reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
Wealth Group sold 1,704 Morgan Stanley shares in Q1 2025, an estimated $214K.
Wealth Group first reported a position in Morgan Stanley in Q4 2024 and held it in 1 quarter.
Wealth Group's Morgan Stanley position peaked at $214K in Q4 2024.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Wealth Group's 13F filing for Q1 2025, filed 7 May 2025.