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 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 $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

Frank Rimerman Advisors's MS Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Morgan Stanley (MS) stake by 0.27% in Q2 2026, buying an estimated $20K and bringing the position to 38,149 shares worth $7.97M. The position accounts for 0.45% of the portfolio, ranked #32.

Frank Rimerman Advisors first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Frank Rimerman Advisors held 38,149 shares of Morgan Stanley worth $7.97M as of Q2 2026.
Frank Rimerman Advisors bought 101 Morgan Stanley shares in Q2 2026, an estimated $20K.
Morgan Stanley made up 0.45% of Frank Rimerman Advisors's portfolio in Q2 2026, its #32 holding.
Frank Rimerman Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.