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Willow Creek Wealth Management’s Morgan Stanley MS Stock Holding History

Willow Creek Wealth 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 		$343K Sell
2,157
-226
-9% -$33.4K 0.03% 130
2025
Q2 		$336K Hold
2,383
– – 0.03% 125
2025
Q1 		$278K Sell
2,383
-230
-9% -$29.6K 0.03% 132
2024
Q4 		$329K Sell
2,613
-6
-0.2% -$739 0.03% 121
2024
Q3 		$273K Hold
2,619
– – 0.03% 137
2024
Q2 		$255K Sell
2,619
-3
-0.1% -$286 0.03% 135
2024
Q1 		$247K Buy
2,622
+12
+0.5% +$1.06K 0.03% 134
2023
Q4 		$243K Sell
2,610
-153
-6% -$12.2K 0.03% 125
2023
Q3 		$226K Buy
2,763
+1
+0% +$87 0.03% 124
2023
Q2 		$236K Buy
2,762
+19
+0.7% +$1.63K 0.03% 130
2023
Q1 		$241K Buy
2,743
+46
+2% +$4.29K 0.04% 116
2022
Q4 		$229K Buy
+2,697
New +$230K 0.04% 119

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 $3.37T AUM 44.26% 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

Willow Creek Wealth Management's MS Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Morgan Stanley (MS) stake by 9.5% in Q3 2025, selling an estimated $33.4K and leaving 2,157 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #130.

Willow Creek Wealth Management first reported a position in MS in Q4 2022 and has held it in 12 quarters since. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Willow Creek Wealth Management held 2,157 shares of Morgan Stanley worth $343K as of Q3 2025.
  • Willow Creek Wealth Management sold 226 Morgan Stanley shares in Q3 2025, an estimated $33.4K.
  • Morgan Stanley made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #130 holding.
  • Willow Creek Wealth Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 12 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.