WCM
MS icon

WealthTrak Capital Management’s Morgan Stanley MS Stock Holding History

WealthTrak Capital Management’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
-145
Closed -$20.4K – 601
2025
Q2 		$20.4K Buy
145
+66
+84% +$8.11K 0.02% 141
2025
Q1 		$9.22K Buy
79
+6
+8% +$773 0.01% 174
2024
Q4 		$9.18K Buy
+73
New +$8.99K 0.01% 166

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 $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthTrak Capital Management's MS Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 145 shares — an estimated $20.4K sold.

WealthTrak Capital Management first reported a position in MS in Q4 2024 and held it in 3 quarters. The position peaked at $20.4K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 145 Morgan Stanley shares in Q3 2025, an estimated $20.4K.
  • WealthTrak Capital Management first reported a position in Morgan Stanley in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Morgan Stanley position peaked at $20.4K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.