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World Equity Group’s Morgan Stanley MS Stock Holding History

World Equity 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
Q4 		– Sell
-1,342
Closed -$212K – 368
2025
Q3 		$212K Buy
+1,342
New +$198K 0.05% 329
2025
Q1 		– Sell
-2,524
Closed -$316K – 343
2024
Q4 		$316K Buy
+2,524
New +$311K 0.07% 257
2024
Q2 		– Sell
-3,637
Closed -$342K – 302
2024
Q1 		$342K Buy
+3,637
New +$320K 0.07% 227
2023
Q2 		– Sell
-42,956
Closed -$307K – 457
2023
Q1 		$307K Buy
+42,956
New +$4.01M 0.05% 375

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
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

World Equity Group's MS Position: Q4 2025 in Review

World Equity Group sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 1,342 shares — an estimated $212K sold.

World Equity Group first reported a position in MS in Q1 2023 and held it in 4 quarters. The position peaked at $342K in Q1 2024. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • World Equity Group reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • World Equity Group sold 1,342 Morgan Stanley shares in Q4 2025, an estimated $212K.
  • World Equity Group first reported a position in Morgan Stanley in Q1 2023 and held it in 4 quarters.
  • World Equity Group's Morgan Stanley position peaked at $342K in Q1 2024.
  • 2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.