Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Morgan Stanley MS Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$3.73M Buy
22,641
+15,067
+199% +$2.61M 0.01% 284
2025
Q4 		$1.34M Buy
7,574
+1,608
+27% +$268K ﹤0.01% 356
2025
Q3 		$949K Buy
5,966
+1,467
+33% +$217K ﹤0.01% 390
2025
Q2 		$634K Buy
4,499
+450
+11% +$55.3K ﹤0.01% 412
2025
Q1 		$473K Buy
4,049
+1,754
+76% +$226K ﹤0.01% 423
2024
Q4 		$289K Buy
2,295
+38
+2% +$4.68K ﹤0.01% 435
2024
Q3 		$235K Sell
2,257
-8
-0.4% -$806 ﹤0.01% 436
2024
Q2 		$220K Sell
2,265
-417
-16% -$39.7K ﹤0.01% 453
2024
Q1 		$253K Hold
2,682
– – ﹤0.01% 451
2023
Q4 		$250K Buy
2,682
+416
+18% +$33.3K ﹤0.01% 422
2023
Q3 		$185K Buy
2,266
+66
+3% +$5.73K ﹤0.01% 432
2023
Q2 		$188K Hold
2,200
– – ﹤0.01% 433
2023
Q1 		$193K Buy
2,200
+211
+11% +$19.7K ﹤0.01% 419
2022
Q4 		$169K Hold
1,989
– – ﹤0.01% 441
2022
Q3 		$157K Buy
1,989
+693
+53% +$58.4K ﹤0.01% 420
2022
Q2 		$99K Hold
1,296
– – ﹤0.01% 444
2022
Q1 		$113K Sell
1,296
-27
-2% -$2.6K ﹤0.01% 427
2021
Q4 		$130K Buy
1,323
+27
+2% +$2.69K ﹤0.01% 434
2021
Q3 		$126K Hold
1,296
– – ﹤0.01% 423
2021
Q2 		$119K Buy
1,296
+80
+7% +$6.86K ﹤0.01% 421
2021
Q1 		$94K Sell
1,216
-25
-2% -$1.92K ﹤0.01% 427
2020
Q4 		$85K Buy
1,241
+1,175
+1,780% +$67.4K ﹤0.01% 414
2020
Q3 		$3K Hold
66
– – ﹤0.01% 494
2020
Q2 		$3K Hold
66
– – ﹤0.01% 484
2020
Q1 		$2K Hold
66
– – ﹤0.01% 539
2019
Q4 		$3K Buy
+66
New +$3.12K ﹤0.01% 529

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Kayne Anderson Rudnick Investment Management's MS Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Morgan Stanley (MS) stake by 199% in Q1 2026, buying an estimated $2.61M and bringing the position to 22,641 shares worth $3.73M. The position accounts for 0.01% of the portfolio, ranked #284.

Kayne Anderson Rudnick Investment Management first reported a position in MS in Q4 2019 and has held it in 26 quarters since. 2,493 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 22,641 shares of Morgan Stanley worth $3.73M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management bought 15,067 Morgan Stanley shares in Q1 2026, an estimated $2.61M.
  • Morgan Stanley made up 0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #284 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 26 quarters since.
  • 2,493 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.