MSOX — ADVISORSHARES TR

Ownership history in MORGAN STANLEY  ·  9 quarters on record

AI Ownership Summary

MORGAN STANLEY reported ADVISORSHARES TR (MSOX) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows MSOX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSOX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORGAN STANLEY's position in ADVISORSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MSOX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSOX stock page MORGAN STANLEY fund profile MORGAN STANLEY full holdings
How MORGAN STANLEY held MSOX — position size vs. price
% of Fund (quarterly)    MSOX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 270 -742 -73.3% 0.00% $2K 2025-11-14 $3.31
2025 Q2 ADDED 1,012 +510 +101.6% 0.00% $3K 2025-08-14 $9.54
2025 Q1 REDUCED 502 -1,055 -67.8% 0.00% $2K 2025-05-15 $3.92
2024 Q4 REDUCED 1,557 -1,530 -49.6% 0.00% $14K 2025-02-14 $7.32
2024 Q3 REDUCED 3,087 -8,363 -73.0% 0.00% $7K 2024-11-14 $16.20
2024 Q2 ADDED 11,450 +5,381 +88.7% 0.00% $32K 2024-08-14 $53.40
2024 Q1 ADDED 6,069 +4,459 +277.0% 0.00% $38K 2024-05-15 $103.20
2023 Q4 ADDED 1,610 +1,503 +1404.7% 0.00% $6K 2024-02-13 $98.40
2023 Q3 INITIATED 107 — — 0.00% $608 2023-11-15 $73.20

🏢 Other funds also holding MSOX

As of 2025 Q4 — sorted by position size

Westend Capital Management, LLC 3Y 7Y 0.21% FNY Investment Advisers, LLC 3Y 7Y 0.03% Legacy Capital Wealth Partners, LLC 3Y 0.02% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 0.02% StoneX Group Inc. 3Y 7Y 0.0% Robertson Stephens Wealth Management, LLC 3Y 7Y 0.0% Robertson Stephens Wealth Management, LLC 3Y 7Y 0.0% FNY Investment Advisers, LLC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% IMC-Chicago, LLC 3Y 7Y 0.0%

FAQ About MORGAN STANLEY and MSOX

These are the practical questions this page is built to answer before you even open the full history table.

How long has MORGAN STANLEY reported owning MSOX?

MORGAN STANLEY reported MSOX across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported MSOX position in MORGAN STANLEY's portfolio?

The largest reported portfolio weight for MSOX was 0.00% in 2024 Q1.

What is the latest reported MSOX position on this page?

The most recent filing on this page is 2025 Q3, when MORGAN STANLEY reported 270 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this MSOX ownership page compare?

The chart compares MORGAN STANLEY's quarterly MSOX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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