Rothwell Investment Advisors, LLC’s Morgan Stanley MS Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$85.6K	Buy	+455	New	+$96.7K	0.05%	307

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Morgan Stanley (MS) in Q3 2026: 455 shares worth $85.6K. The stake represents 0.05% of the portfolio and ranks #307 among its holdings.

1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Rothwell Investment Advisors, LLC held 455 shares of Morgan Stanley worth $85.6K as of Q3 2026.
Morgan Stanley was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Morgan Stanley made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #307 holding.
1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.