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Howe & Rusling’s Morgan Stanley MS Stock Holding History

Howe & Rusling’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
2021
Q2 		– Sell
-1,000
Closed -$78K – 1001
2021
Q1 		$78K Buy
+1,000
New +$76.6K 0.01% 260

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Howe & Rusling's MS Position: Q1 2026 in Review

Howe & Rusling reduced its Morgan Stanley (MS) stake by 2.7% in Q1 2026, selling an estimated $459K and leaving 94,646 shares worth $15.6M. The position accounts for 1.02% of the portfolio, ranked #23.

Howe & Rusling first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.3M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Howe & Rusling held 94,646 shares of Morgan Stanley worth $15.6M as of Q1 2026.
  • Howe & Rusling sold 2,654 Morgan Stanley shares in Q1 2026, an estimated $459K.
  • Morgan Stanley made up 1.02% of Howe & Rusling's portfolio in Q1 2026, its #23 holding.
  • Howe & Rusling first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Howe & Rusling's Morgan Stanley position peaked at $17.3M in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.