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Fisher Investments · MS Holdings Trend

Morgan Stanley · SEC 13F

Fisher Investments Holdings of MS by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q141.0M$3.8B
2024Q221.8M$2.1B-44.8%
2024Q322.4M$2.3B+10.2%
2024Q422.8M$2.9B+22.9%
2025Q123.3M$2.7B-5.3%
2025Q224.0M$3.4B+24.6%
2025Q324.5M$3.9B+15.0%
2025Q425.0M$4.4B+14.1%
2026Q125.6M$4.2B-5.1%

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Data source: SEC EDGAR Form 13F