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Matthew Hamilton Rosenberg’s Morgan Stanley MS Stock Holding History

Matthew Hamilton Rosenberg’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 		$850K Buy
4,067
+151
+4% +$29.9K 0.16% 65
2026
Q1 		$644K Buy
3,916
+204
+5% +$35.3K 0.13% 69
2025
Q4 		$659K Sell
3,712
-9
-0.2% -$1.5K 0.14% 68
2025
Q3 		$591K Hold
3,721
– – 0.13% 76
2025
Q2 		$524K Sell
3,721
-453
-11% -$55.6K 0.12% 79
2025
Q1 		$487K Buy
4,174
+209
+5% +$26.9K 0.12% 78
2024
Q4 		$498K Buy
3,965
+217
+6% +$26.7K 0.13% 73
2024
Q3 		$391K Buy
3,748
+96
+3% +$9.67K 0.1% 93
2024
Q2 		$362K Sell
3,652
-109
-3% -$10.4K 0.11% 98
2024
Q1 		$352K Buy
3,761
+2
+0.1% +$176 0.1% 101
2023
Q4 		$351K Sell
3,759
-95
-2% -$7.6K 0.11% 99
2023
Q3 		$315K Sell
3,854
-68
-2% -$5.9K 0.1% 100
2023
Q2 		$335K Hold
3,922
– – 0.11% 99
2023
Q1 		$344K Buy
3,922
+138
+4% +$12.9K 0.11% 104
2022
Q4 		$322K Sell
3,784
-90
-2% -$7.67K 0.11% 117
2022
Q3 		$306K Buy
3,874
+22
+0.6% +$1.85K 0.12% 105
2022
Q2 		$296K Sell
3,852
-620
-14% -$50.8K 0.11% 112
2022
Q1 		$391K Buy
4,472
+140
+3% +$13.5K 0.14% 91
2021
Q4 		$425K Buy
4,332
+93
+2% +$9.26K 0.15% 81
2021
Q3 		$412K Buy
4,239
+618
+17% +$61.2K 0.16% 73
2021
Q2 		$332K Hold
3,621
– – 0.17% 67
2021
Q1 		$281K Buy
3,621
+192
+6% +$14.7K 0.16% 80
2020
Q4 		$235K Buy
3,429
+2,332
+213% +$134K 0.15% 89
2020
Q3 		$53K Hold
1,097
– – 0.04% 298
2020
Q2 		$53K Hold
1,097
– – 0.04% 296
2020
Q1 		$38K Buy
+1,097
New +$51.7K 0.04% 299

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Matthew Hamilton Rosenberg's MS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Morgan Stanley (MS) stake by 3.9% in Q2 2026, buying an estimated $29.9K and bringing the position to 4,067 shares worth $850K. The position accounts for 0.16% of the portfolio, ranked #65.

Matthew Hamilton Rosenberg first reported a position in MS in Q1 2020 and has held it in 26 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Matthew Hamilton Rosenberg held 4,067 shares of Morgan Stanley worth $850K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 151 Morgan Stanley shares in Q2 2026, an estimated $29.9K.
  • Morgan Stanley made up 0.16% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #65 holding.
  • Matthew Hamilton Rosenberg first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.