Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
-3.74K
- 0.03%
$34.36 - $41.92 $129K - $157K
12.7M $445M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.38M
- 12.61%
$24.91 - $29.02 $34.3M - $40M
9.55M $239M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-540K
- 20.44%
$48.65 - $66.04 $26.3M - $35.7M
2.1M $112M
NEP
Nextera Energy Partners, LP

Utilities
-3.19M
- 79.03%
$8.38 - $18.87 $26.7M - $60.2M
847K $7.65M
TROW
Price T Rowe Group Inc

Financial Services
-38.9K
- 1.37%
$91.57 - $116.93 $3.56M - $4.54M
2.8M $258M
GWW
W.W. Grainger, Inc.

Industrials
-25.3K
- 4.35%
$953.54 - $1132.42 $24.2M - $28.7M
558K $551M
RDY
Dr Reddys Laboratories LTD

Healthcare
-2.52M
- 22.41%
$12.53 - $15.81 $31.6M - $39.9M
8.74M $115M
VTWO
Vanguard Russell 2000 ETF

ETFs
-16.2K
- 0.23%
$80.08 - $92.93 $1.3M - $1.51M
7M $565M
DEO
Diageo PLC

Consumer Defensive
-190K
- 10.12%
$104.79 - $126.12 $20M - $24M
1.69M $177M
RIO
Rio Tinto PLC

Basic Materials
-1.21M
- 13.85%
$58.19 - $64.29 $70.6M - $78M
7.55M $454M
AME
Ametek Inc

Industrials
-167K
- 4.14%
$170.39 - $190.43 $28.5M - $31.8M
3.87M $666M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.05M
- 14.53%
$54.25 - $57.64 $56.9M - $60.5M
6.17M $340M
LAMR
Lamar Advertising CO

Real Estate
-385K
- 20.15%
$110.65 - $132.9 $42.7M - $51.2M
1.53M $174M
VTRS
Viatris Inc

Healthcare
-387K
- 2.62%
$8.68 - $12.42 $3.36M - $4.81M
14.4M $125M
ARGX
Argenx Se

Healthcare
-61.4K
- 6.54%
$571.0 - $671.75 $35.1M - $41.2M
877K $519M
IR
Ingersoll Rand Inc.

Industrials
-20.1K
- 0.37%
$79.44 - $94.23 $1.6M - $1.9M
5.37M $430M
BEKE
Ke Holdings Inc.

Real Estate
-4.06M
- 26.97%
$16.38 - $25.09 $66.6M - $102M
11M $221M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-20.3K
- 0.76%
$221.78 - $273.45 $4.5M - $5.55M
2.63M $599M
KRNT
Kornit Digital Ltd.

Industrials
-753K
- 21.16%
$19.08 - $30.97 $14.4M - $23.3M
2.81M $53.6M
FITB
Fifth Third Bancorp

Financial Services
-593K
- 5.48%
$37.48 - $44.96 $22.2M - $26.7M
10.2M $401M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-2.62M
- 35.86%
$16.61 - $20.29 $43.5M - $53.1M
4.68M $77.7M
ZBRA
Zebra Technologies Corp

Technology
-10.2K
- 1.98%
$271.72 - $421.11 $2.76M - $4.28M
503K $142M
UBS
Ubs Group Ag

Financial Services
-1.91M
- 19.01%
$30.28 - $35.78 $57.8M - $68.3M
8.14M $249M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-574K
- 38.48%
$94.86 - $97.12 $54.5M - $55.8M
918K $87.5M
ALB
Albemarle Corp

Basic Materials
-341K
- 15.95%
$69.95 - $97.49 $23.8M - $33.2M
1.8M $129M
AVUV
American Centy ETF Tr Avantis

ETFs
-241K
- 6.97%
$84.95 - $100.62 $20.5M - $24.3M
3.22M $281M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.2M
- 3.69%
$95.85 - $99.25 $115M - $120M
31.4M $3.11B
RE
Everest Re Group LTD

Financial Services
-142K
- 23.36%
N/A
466K $173M
SIGI
Selective Insurance Group Inc

Financial Services
-523K
- 22.04%
$78.49 - $95.48 $41.1M - $50M
1.85M $169M
W
Wayfair Inc.

Consumer Cyclical
-814K
- 38.19%
$30.07 - $50.1 $24.5M - $40.8M
1.32M $42.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-333K
- 9.07%
$96.88 - $111.25 $32.3M - $37.1M
3.34M $334M
LAD
Lithia Motors Inc

Consumer Cyclical
-76.8K
- 16.93%
$285.59 - $385.71 $21.9M - $29.6M
377K $111M
SPG
Simon Property Group Inc

Real Estate
-106K
- 1.94%
$159.48 - $187.78 $17M - $20M
5.39M $896M
ADUS
Addus Home Care Corp

Healthcare
-283K
- 32.44%
$89.83 - $135.92 $25.4M - $38.4M
589K $58.2M
EL
Estee Lauder Companies Inc

Consumer Defensive
-178K
- 4.08%
$64.26 - $85.48 $11.4M - $15.2M
4.18M $276M
FV
First Trust Dorsey Wright Focu

ETFs
-417K
- 6.26%
$53.91 - $63.03 $22.5M - $26.3M
6.24M $342M
CLSK
Cleanspark, Inc.

Technology
-2.93M
- 23.45%
$6.72 - $12.03 $19.7M - $35.2M
9.56M $64.2M
MLM
Martin Marietta Materials Inc

Basic Materials
-26.1K
- 2.75%
$460.39 - $552.64 $12M - $14.4M
925K $442M
FMC
Fmc Corp

Basic Materials
-508K
- 11.88%
$34.54 - $56.38 $17.6M - $28.7M
3.77M $159M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-207K
- 19.83%
$166.63 - $185.86 $34.5M - $38.5M
837K $139M
XEL
Xcel Energy Inc

Utilities
-1.02M
- 13.99%
$63.37 - $72.1 $64.6M - $73.5M
6.27M $444M
LCID
Lucid Group, Inc.

Consumer Cyclical
-14.3M
- 62.52%
$2.03 - $3.48 $29M - $49.7M
8.57M $20.7M
EME
Emcor Group, Inc.

Industrials
-8.34K
- 1.56%
$361.16 - $535.99 $3.01M - $4.47M
525K $194M
INDA
Ishares Msci India Index Fund

ETFs
-694K
- 6.66%
$47.8 - $53.4 $33.2M - $37M
9.72M $500M
VMC
Vulcan Materials CO

Basic Materials
-45K
- 2.89%
$220.9 - $277.54 $9.95M - $12.5M
1.51M $352M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-84.6K
- 2.39%
$96.3 - $112.23 $8.14M - $9.49M
3.46M $337M
PPG
Ppg Industries Inc

Basic Materials
-130K
- 3.94%
$107.44 - $124.29 $13.9M - $16.1M
3.16M $346M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-886K
- 2.57%
$81.83 - $82.73 $72.5M - $73.3M
33.6M $2.78B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-2.45M
- 12.58%
$10.61 - $16.49 $26M - $40.4M
17M $212M
Activity Summary
Buys All Purchases 3980 New Holdings 504 Increased Positions 3476 Sells All Sells 3366 Reductions 3366 Sold out 0 Options Calls 0 Puts 0
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