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Wood Tarver Financial Group’s Morgan Stanley MS Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-275
Closed -$38K – 451
2025
Q2 		$38K Hold
275
– – 0.01% 301
2025
Q1 		$32.1K Hold
275
– – 0.01% 303
2024
Q4 		$34K Buy
+275
New +$33.9K 0.01% 298

Other funds holding MS

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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

Wood Tarver Financial Group's MS Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 275 shares — an estimated $38K sold.

Wood Tarver Financial Group first reported a position in MS in Q4 2024 and held it in 3 quarters. The position peaked at $38K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 275 Morgan Stanley shares in Q3 2025, an estimated $38K.
  • Wood Tarver Financial Group first reported a position in Morgan Stanley in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Morgan Stanley position peaked at $38K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.