Regatta Research & Money Management’s Morgan Stanley MS Stock Holding History

Regatta Research & Money 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 Q2	$186K	Buy	+891	New	+$176K	0.18%	115

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Regatta Research & Money Management's MS Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Morgan Stanley (MS) in Q2 2026: 891 shares worth $186K. The stake represents 0.18% of the portfolio and ranks #115 among its holdings.

2,193 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Regatta Research & Money Management held 891 shares of Morgan Stanley worth $186K as of Q2 2026.
Morgan Stanley was a new Regatta Research & Money Management position in Q2 2026.
Morgan Stanley made up 0.18% of Regatta Research & Money Management's portfolio in Q2 2026, its #115 holding.
2,193 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.