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 $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.