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Yardley Wealth Management’s Morgan Stanley MS Stock Holding History

Yardley Wealth Management’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
-1,576
Closed -$222K – 40
2025
Q2 		$222K Buy
+1,576
New +$194K 0.12% 40
2025
Q1 		– Sell
-6,304
Closed -$724K – 42
2024
Q4 		$724K Buy
+6,304
New +$776K 0.35% 32

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
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

Yardley Wealth Management's MS Position: Q3 2025 in Review

Yardley Wealth Management sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 1,576 shares — an estimated $222K sold.

Yardley Wealth Management first reported a position in MS in Q4 2024 and held it in 2 quarters. The position peaked at $724K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Yardley Wealth Management reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Yardley Wealth Management sold 1,576 Morgan Stanley shares in Q3 2025, an estimated $222K.
  • Yardley Wealth Management first reported a position in Morgan Stanley in Q4 2024 and held it in 2 quarters.
  • Yardley Wealth Management's Morgan Stanley position peaked at $724K in Q4 2024.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Yardley Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.