XC
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XY Capital’s Morgan Stanley MS Stock Holding History

XY Capital’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
2026
Q1 		– Sell
-2,200
Closed -$391K – 231
2025
Q4 		$391K Sell
2,200
-3,200
-59% -$534K 0.25% 84
2025
Q3 		$858K Buy
+5,400
New +$797K 0.45% 55
2025
Q2 		– Sell
-9,900
Closed -$1.16M – 156
2025
Q1 		$1.16M Sell
9,900
-2,600
-21% -$335K 0.33% 75
2024
Q4 		$1.57M Buy
+12,500
New +$1.54M 0.76% 36
2024
Q2 		– Sell
-20,000
Closed -$1.88M – 91
2024
Q1 		$1.88M Buy
20,000
+8,000
+67% +$705K 0.84% 36
2023
Q4 		$1.12M Buy
12,000
+2,500
+26% +$200K 0.65% 44
2023
Q3 		$776K Buy
9,500
+4,500
+90% +$391K 0.45% 63
2023
Q2 		$427K Buy
+5,000
New +$428K 0.31% 71

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

XY Capital's MS Position: Q2 2025 in Review

XY Capital sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 3,336 shares — an estimated $389K sold.

XY Capital first reported a position in MS in Q3 2023 and held it in 3 quarters. The position peaked at $578K in Q3 2023. 2,205 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • XY Capital reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
  • XY Capital sold 3,336 Morgan Stanley shares in Q2 2025, an estimated $389K.
  • XY Capital first reported a position in Morgan Stanley in Q3 2023 and held it in 3 quarters.
  • XY Capital's Morgan Stanley position peaked at $578K in Q3 2023.
  • 2,205 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on XY Capital's 13F filing for Q2 2025, filed 14 Aug 2025.