WI
MS icon

Wintrust Investments’s Morgan Stanley MS Stock Holding History

Wintrust 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
2024
Q4 		$131K Sell
1,183
-1,465
-55% -$180K 0.12% 139
2024
Q3 		$249K Sell
2,648
-26,407
-91% -$2.66M 0.18% 108
2024
Q2 		$2.64M Sell
29,055
-1,378
-5% -$131K 0.21% 93
2024
Q1 		$2.71M Sell
30,433
-525
-2% -$46.2K 0.24% 86
2023
Q4 		$2.73M Buy
30,958
+240
+0.8% +$19.2K 0.26% 79
2023
Q3 		$2.56M Sell
30,718
-16,295
-35% -$1.41M 0.27% 80
2023
Q2 		$4.02M Sell
47,013
-1,889
-4% -$162K 0.4% 48
2023
Q1 		$4.21M Buy
48,902
+306
+0.6% +$28.6K 0.54% 37
2022
Q4 		$4.14M Buy
48,596
+1,181
+2% +$101K 0.54% 38
2022
Q3 		$3.97M Sell
47,415
-790
-2% -$66.6K 0.5% 42
2022
Q2 		$3.98M Buy
48,205
+13,136
+37% +$1.08M 0.48% 40
2022
Q1 		$3.1M Buy
35,069
+26,223
+296% +$2.53M 0.3% 58
2021
Q4 		$868K Buy
+8,846
New +$881K 0.08% 190
2021
Q3 		– Sell
-7,293
Closed -$669K – 364
2021
Q2 		$669K Buy
7,293
+2,982
+69% +$256K 0.07% 222
2021
Q1 		$335K Buy
4,311
+1,194
+38% +$91.5K 0.03% 312
2020
Q4 		$214K Buy
+3,117
New +$179K 0.06% 169

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wintrust Investments's MS Position: Q4 2024 in Review

Wintrust Investments reduced its Morgan Stanley (MS) stake by 55% in Q4 2024, selling an estimated $180K and leaving 1,183 shares worth $131K. The position accounts for 0.12% of the portfolio, ranked #139.

Wintrust Investments first reported a position in MS in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.21M in Q1 2023. 2,116 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Wintrust Investments held 1,183 shares of Morgan Stanley worth $131K as of Q4 2024.
  • Wintrust Investments sold 1,465 Morgan Stanley shares in Q4 2024, an estimated $180K.
  • Morgan Stanley made up 0.12% of Wintrust Investments's portfolio in Q4 2024, its #139 holding.
  • Wintrust Investments first reported a position in Morgan Stanley in Q4 2020 and has held it in 16 quarters since.
  • Wintrust Investments's Morgan Stanley position peaked at $4.21M in Q1 2023.
  • 2,116 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.