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WMS Partners’s Morgan Stanley MS Stock Holding History

WMS Partners’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
-3,009
Closed -$378K – 178
2024
Q4 		$378K Buy
+3,009
New +$371K 0.02% 219
2022
Q2 		– Sell
-2,643
Closed -$231K – 277
2022
Q1 		$231K Buy
+2,643
New +$255K 0.03% 222
2018
Q4 		– Sell
-4,974
Closed -$232K – 207
2018
Q3 		$232K Hold
4,974
– – 0.03% 194
2018
Q2 		$236K Sell
4,974
-49
-1% -$2.56K 0.03% 186
2018
Q1 		$271K Buy
+5,023
New +$278K 0.03% 178
2016
Q2 		– Sell
-17,785
Closed -$445K – 215
2016
Q1 		$445K Buy
17,785
+1,920
+12% +$49K 0.06% 124
2015
Q4 		$505K Hold
15,865
– – 0.07% 116
2015
Q3 		$500K Sell
15,865
-1,943
-11% -$70.7K 0.08% 113
2015
Q2 		$691K Buy
17,808
+1,000
+6% +$38.1K 0.08% 142
2015
Q1 		$600K Sell
16,808
-870
-5% -$31.2K 0.07% 148
2014
Q4 		$686K Buy
17,678
+393
+2% +$14K 0.11% 96
2014
Q3 		$598K Buy
17,285
+1,051
+6% +$35K 0.09% 128
2014
Q2 		$525K Hold
16,234
– – 0.08% 136
2014
Q1 		$506K Buy
16,234
+2,000
+14% +$61.8K 0.08% 137
2013
Q4 		$446K Buy
14,234
+1,467
+11% +$43.6K 0.07% 139
2013
Q3 		$344K Buy
12,767
+1,000
+8% +$26.8K 0.07% 140
2013
Q2 		$287K Buy
+11,767
New +$279K 0.05% 177

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

WMS Partners's MS Position: Q1 2025 in Review

WMS Partners sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 3,009 shares — an estimated $378K sold.

WMS Partners first reported a position in MS in Q2 2013 and held it in 17 quarters. The position peaked at $691K in Q2 2015. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • WMS Partners reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 3,009 Morgan Stanley shares in Q1 2025, an estimated $378K.
  • WMS Partners first reported a position in Morgan Stanley in Q2 2013 and held it in 17 quarters.
  • WMS Partners's Morgan Stanley position peaked at $691K in Q2 2015.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.