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
2019 Q3	–	Sell	-400,000	Closed	-$17.5M	–	760
2019 Q2	$17.5M	Buy	400,000 +149,000	+59%	+$6.65M	0.44%	54
2019 Q1	$10.6M	Sell	251,000 -251,000	-50%	-$10.6M	0.27%	110
2018 Q4	$19.9M	Buy	502,000 +34,000	+7%	+$1.48M	0.51%	45
2018 Q3	$21.8M	Hold	468,000	–	–	0.52%	49
2018 Q2	$22.2M	Buy	468,000 +30,000	+7%	+$1.57M	0.53%	42
2018 Q1	$23.6M	Buy	438,000 +160,000	+58%	+$8.86M	0.6%	25
2017 Q4	$14.6M	Buy	278,000 +6,000	+2%	+$303K	0.38%	70
2017 Q3	$13.1M	Buy	272,000 +160,000	+143%	+$7.42M	0.34%	85
2017 Q2	$4.99M	Buy	+112,000	New	+$4.83M	0.14%	217

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

Curi RMB Capital's MS Position: Q2 2026 in Review

Curi RMB Capital reduced its Morgan Stanley (MS) stake by 1.6% in Q2 2026, selling an estimated $351K and leaving 111,524 shares worth $23.3M. The position accounts for 0.36% of the portfolio, ranked #74.

Curi RMB Capital first reported a position in MS in Q3 2015 and has held it in 44 quarters since. The position peaked at $24.3M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Curi RMB Capital held 111,524 shares of Morgan Stanley worth $23.3M as of Q2 2026.
Curi RMB Capital sold 1,773 Morgan Stanley shares in Q2 2026, an estimated $351K.
Morgan Stanley made up 0.36% of Curi RMB Capital's portfolio in Q2 2026, its #74 holding.
Curi RMB Capital first reported a position in Morgan Stanley in Q3 2015 and has held it in 44 quarters since.
Curi RMB Capital's Morgan Stanley position peaked at $24.3M in Q4 2021.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.