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Curi RMB Capital’s Morgan Stanley MS Stock Holding History

Curi RMB Capital’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
Q1 		$18.6M Sell
113,297
-7,298
-6% -$1.26M 0.33% 80
2025
Q4 		$21.4M Sell
120,595
-9,211
-7% -$1.54M 0.37% 63
2025
Q3 		$20.6M Sell
129,806
-25,803
-17% -$3.81M 0.38% 65
2025
Q2 		$21.9M Buy
155,609
+24,809
+19% +$3.05M 0.42% 57
2025
Q1 		$15.3M Sell
130,800
-49,533
-27% -$6.38M 0.38% 79
2024
Q4 		$22.7M Buy
180,333
+7,289
+4% +$898K 0.52% 42
2024
Q3 		$18M Sell
173,044
-5,027
-3% -$506K 0.41% 69
2024
Q2 		$17.3M Sell
178,071
-50,172
-22% -$4.78M 0.42% 68
2024
Q1 		$21.5M Buy
228,243
+135
+0.1% +$11.9K 0.49% 63
2023
Q4 		$21.3M Sell
228,108
-5,939
-3% -$475K 0.65% 49
2023
Q3 		$19.1M Buy
234,047
+9,831
+4% +$854K 0.65% 49
2023
Q2 		$19.1M Sell
224,216
-4,725
-2% -$404K 0.63% 51
2023
Q1 		$20.1M Sell
228,941
-9,766
-4% -$911K 0.7% 44
2022
Q4 		$20.3M Sell
238,707
-8,344
-3% -$711K 0.72% 43
2022
Q3 		$19.5M Sell
247,051
-9,569
-4% -$807K 0.73% 44
2022
Q2 		$19.5M Buy
256,620
+7,597
+3% +$622K 0.67% 47
2022
Q1 		$21.8M Buy
249,023
+1,662
+0.7% +$160K 0.69% 49
2021
Q4 		$24.3M Sell
247,361
-82
-0% -$8.17K 0.73% 45
2021
Q3 		$24.1M Buy
247,443
+5,145
+2% +$510K 0.79% 39
2021
Q2 		$22.2M Sell
242,298
-69,145
-22% -$5.93M 0.74% 37
2021
Q1 		$24.2M Sell
311,443
-20,250
-6% -$1.55M 0.89% 30
2020
Q4 		$22.7M Buy
331,693
+495
+0.1% +$28.4K 0.83% 29
2020
Q3 		$16M Sell
331,198
-2,704
-0.8% -$136K 0.69% 34
2020
Q2 		$16.1M Sell
333,902
-5,249
-2% -$220K 0.71% 35
2020
Q1 		$11.5M Sell
339,151
-93
-0% -$4.38K 0.55% 45
2019
Q4 		$17.3M Sell
339,244
-18,621
-5% -$881K 0.48% 46
2019
Q3 		$15.3M Buy
357,865
+3,870
+1% +$165K 0.4% 59
2019
Q2 		$15.5M Sell
353,995
-4,266
-1% -$190K 0.39% 63
2019
Q1 		$15.1M Buy
358,261
+9,078
+3% +$382K 0.38% 62
2018
Q4 		$13.8M Buy
349,183
+9,217
+3% +$402K 0.35% 76
2018
Q3 		$15.8M Buy
339,966
+7,161
+2% +$350K 0.38% 85
2018
Q2 		$15.8M Buy
332,805
+10,739
+3% +$561K 0.38% 73
2018
Q1 		$17.4M Buy
322,066
+18,550
+6% +$1.03M 0.44% 55
2017
Q4 		$15.9M Buy
303,516
+2,301
+0.8% +$116K 0.41% 58
2017
Q3 		$14.5M Sell
301,215
-55,680
-16% -$2.58M 0.37% 74
2017
Q2 		$15.9M Sell
356,895
-32,081
-8% -$1.38M 0.46% 48
2017
Q1 		$16.7M Sell
388,976
-95
-0% -$4.21K 0.69% 34
2016
Q4 		$16.4M Sell
389,071
-20,728
-5% -$784K 0.88% 25
2016
Q3 		$13.1M Buy
409,799
+76,549
+23% +$2.28M 0.71% 40
2016
Q2 		$8.66M Sell
333,250
-2,925
-0.9% -$76.5K 0.45% 64
2016
Q1 		$8.41M Buy
336,175
+37,260
+12% +$951K 0.55% 60
2015
Q4 		$9.51M Sell
298,915
-5,414
-2% -$180K 0.44% 51
2015
Q3 		$9.59M Buy
+304,329
New +$11.1M 0.64% 45

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Curi RMB Capital's MS Position: Q1 2026 in Review

Curi RMB Capital reduced its Morgan Stanley (MS) stake by 6.1% in Q1 2026, selling an estimated $1.26M and leaving 113,297 shares worth $18.6M. The position accounts for 0.33% of the portfolio, ranked #80.

Curi RMB Capital first reported a position in MS in Q3 2015 and has held it in 43 quarters since. The position peaked at $24.3M in Q4 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Curi RMB Capital held 113,297 shares of Morgan Stanley worth $18.6M as of Q1 2026.
  • Curi RMB Capital sold 7,298 Morgan Stanley shares in Q1 2026, an estimated $1.26M.
  • Morgan Stanley made up 0.33% of Curi RMB Capital's portfolio in Q1 2026, its #80 holding.
  • Curi RMB Capital first reported a position in Morgan Stanley in Q3 2015 and has held it in 43 quarters since.
  • Curi RMB Capital's Morgan Stanley position peaked at $24.3M in Q4 2021.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.