Bob Robotti’s Morgan Stanley MS Stock Holding History

Bob Robotti’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 Q2	$1.36M	Hold	6,500	–	–	0.22%	39
2026 Q1	$1.07M	Hold	6,500	–	–	0.17%	41
2025 Q4	$1.15M	Sell	6,500 -215	-3%	-$35.9K	0.21%	41
2025 Q3	$1.07M	Hold	6,715	–	–	0.19%	42
2025 Q2	$946K	Hold	6,715	–	–	0.16%	43
2025 Q1	$783K	Hold	6,715	–	–	0.16%	45
2024 Q4	$844K	Sell	6,715 -500	-7%	-$61.6K	0.15%	44
2024 Q3	$752K	Hold	7,215	–	–	0.11%	45
2024 Q2	$701K	Hold	7,215	–	–	0.11%	46
2024 Q1	$679K	Hold	7,215	–	–	0.09%	44
2023 Q4	$673K	Hold	7,215	–	–	0.1%	46
2023 Q3	$589K	Hold	7,215	–	–	0.09%	47
2023 Q2	$616K	Hold	7,215	–	–	0.1%	45
2023 Q1	$633K	Hold	7,215	–	–	0.11%	43
2022 Q4	$613K	Sell	7,215 -2,000	-22%	-$170K	0.12%	43
2022 Q3	$728K	Buy	9,215 +1,000	+12%	+$84.3K	0.17%	45
2022 Q2	$624K	Buy	8,215 +1,000	+14%	+$81.9K	0.15%	47
2022 Q1	$631K	Buy	7,215 +215	+3%	+$20.7K	0.13%	56
2021 Q4	$687K	Hold	7,000	–	–	0.14%	53
2021 Q3	$681K	Sell	7,000 -2,000	-22%	-$198K	0.16%	51
2021 Q2	$825K	Hold	9,000	–	–	0.21%	47
2021 Q1	$699K	Hold	9,000	–	–	0.18%	46
2020 Q4	$617K	Buy	9,000 +1,000	+13%	+$57.4K	0.18%	48
2020 Q3	$387K	Hold	8,000	–	–	0.15%	47
2020 Q2	$386K	Hold	8,000	–	–	0.17%	44
2020 Q1	$272K	Buy	+8,000	New	+$377K	0.16%	46

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bob Robotti's MS Position: Q2 2026 in Review

Bob Robotti held its Morgan Stanley (MS) position steady in Q2 2026 at 6,500 shares worth $1.36M. The position accounts for 0.22% of the portfolio, ranked #39.

Bob Robotti first reported a position in MS in Q1 2020 and has held it in 26 quarters since. 2,722 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Bob Robotti held 6,500 shares of Morgan Stanley worth $1.36M as of Q2 2026.
Bob Robotti left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.22% of Bob Robotti's portfolio in Q2 2026, its #39 holding.
Bob Robotti first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
2,722 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Robotti Robert's 13F filing for Q2 2026, filed 10 Aug 2026.