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 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

Howe & Rusling's MS Position: Q2 2026 in Review

Howe & Rusling increased its Morgan Stanley (MS) stake by 1.1% in Q2 2026, buying an estimated $207K and bringing the position to 95,693 shares worth $20M. The position accounts for 1.16% of the portfolio, ranked #21.

Howe & Rusling first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Howe & Rusling held 95,693 shares of Morgan Stanley worth $20M as of Q2 2026.
Howe & Rusling bought 1,047 Morgan Stanley shares in Q2 2026, an estimated $207K.
Morgan Stanley made up 1.16% of Howe & Rusling's portfolio in Q2 2026, its #21 holding.
Howe & Rusling first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.