Frank Rimerman Advisors’s Morgan Stanley MS Stock Holding History

Frank Rimerman Advisors’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	$7.18M	Buy	38,159 +10	+0%	+$2.12K	0.4%	37
2026 Q2	$7.97M	Buy	38,149 +101	+0.3%	+$20K	0.45%	32
2026 Q1	$6.26M	Buy	38,048 +45	+0.1%	+$7.79K	0.41%	36
2025 Q4	$6.75M	Buy	38,003 +29	+0.1%	+$4.84K	0.43%	34
2025 Q3	$6.04M	Buy	37,974 +188	+0.5%	+$27.8K	0.39%	41
2025 Q2	$5.32M	Sell	37,786 -200	-0.5%	-$24.6K	0.36%	45
2025 Q1	$4.43M	Sell	37,986 -45	-0.1%	-$5.8K	0.35%	44
2024 Q4	$4.78M	Buy	38,031 +246	+0.7%	+$30.3K	0.35%	40
2024 Q3	$3.94M	Buy	37,785 +6,577	+21%	+$662K	0.28%	56
2024 Q2	$3.03M	Buy	31,208 +31,117	+34,195%	+$2.96M	0.21%	79
2024 Q1	$8.57K	Hold	91	–	–	﹤0.01%	180
2023 Q4	$8.49K	Buy	+91	New	+$7.28K	﹤0.01%	175

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Frank Rimerman Advisors's MS Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Morgan Stanley (MS) stake by 0.03% in Q3 2026, buying an estimated $2.12K and bringing the position to 38,159 shares worth $7.18M. The position accounts for 0.4% of the portfolio, ranked #37.

Frank Rimerman Advisors first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.97M in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Frank Rimerman Advisors held 38,159 shares of Morgan Stanley worth $7.18M as of Q3 2026.
Frank Rimerman Advisors bought 10 Morgan Stanley shares in Q3 2026, an estimated $2.12K.
Morgan Stanley made up 0.4% of Frank Rimerman Advisors's portfolio in Q3 2026, its #37 holding.
Frank Rimerman Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's Morgan Stanley position peaked at $7.97M in Q2 2026.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.