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 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 $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

Frank Rimerman Advisors's MS Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Morgan Stanley (MS) stake by 0.12% in Q1 2026, buying an estimated $7.79K and bringing the position to 38,048 shares worth $6.26M. The position accounts for 0.41% of the portfolio, ranked #36.

Frank Rimerman Advisors first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.75M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Frank Rimerman Advisors held 38,048 shares of Morgan Stanley worth $6.26M as of Q1 2026.
Frank Rimerman Advisors bought 45 Morgan Stanley shares in Q1 2026, an estimated $7.79K.
Morgan Stanley made up 0.41% of Frank Rimerman Advisors's portfolio in Q1 2026, its #36 holding.
Frank Rimerman Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Morgan Stanley position peaked at $6.75M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.