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Neville Rodie & Shaw’s Morgan Stanley MS Stock Holding History

Neville Rodie & Shaw’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 		$403K Hold
1,926
– – 0.03% 186
2026
Q1 		$317K Hold
1,926
– – 0.02% 202
2025
Q4 		$342K Hold
1,926
– – 0.02% 199
2025
Q3 		$306K Hold
1,926
– – 0.02% 203
2025
Q2 		$271K Sell
1,926
-600
-24% -$73.7K 0.02% 216
2025
Q1 		$295K Hold
2,526
– – 0.02% 214
2024
Q4 		$318K Buy
+2,526
New +$311K 0.02% 220
2024
Q2 		– Sell
-3,926
Closed -$370K – 241
2024
Q1 		$370K Sell
3,926
-2,750
-41% -$242K 0.03% 202
2023
Q4 		$622K Sell
6,676
-1,250
-16% -$100K 0.05% 159
2023
Q3 		$648K Sell
7,926
-4,200
-35% -$365K 0.06% 148
2023
Q2 		$1.03M Sell
12,126
-3,529
-23% -$302K 0.09% 123
2023
Q1 		$1.38M Hold
15,655
– – 0.12% 100
2022
Q4 		$1.33M Sell
15,655
-5,775
-27% -$492K 0.13% 104
2022
Q3 		$1.69M Sell
21,430
-30,440
-59% -$2.57M 0.17% 92
2022
Q2 		$3.94M Sell
51,870
-4,330
-8% -$355K 0.35% 64
2022
Q1 		$4.89M Buy
56,200
+250
+0.4% +$24.1K 0.36% 64
2021
Q4 		$5.49M Buy
55,950
+8,125
+17% +$809K 0.39% 57
2021
Q3 		$4.65M Buy
47,825
+1,127
+2% +$112K 0.36% 61
2021
Q2 		$4.28M Buy
46,698
+14,408
+45% +$1.24M 0.33% 63
2021
Q1 		$2.51M Buy
32,290
+25,805
+398% +$1.98M 0.21% 82
2020
Q4 		$445K Buy
+6,485
New +$372K 0.04% 185
2019
Q1 		– Sell
-7,200
Closed -$286K – 253
2018
Q4 		$286K Sell
7,200
-3,300
-31% -$144K 0.03% 194
2018
Q3 		$489K Buy
+10,500
New +$513K 0.05% 174

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Neville Rodie & Shaw's MS Position: Q2 2026 in Review

Neville Rodie & Shaw held its Morgan Stanley (MS) position steady in Q2 2026 at 1,926 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #186.

Neville Rodie & Shaw first reported a position in MS in Q3 2018 and has held it in 23 quarters since. The position peaked at $5.49M in Q4 2021. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Neville Rodie & Shaw held 1,926 shares of Morgan Stanley worth $403K as of Q2 2026.
  • Neville Rodie & Shaw left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.03% of Neville Rodie & Shaw's portfolio in Q2 2026, its #186 holding.
  • Neville Rodie & Shaw first reported a position in Morgan Stanley in Q3 2018 and has held it in 23 quarters since.
  • Neville Rodie & Shaw's Morgan Stanley position peaked at $5.49M in Q4 2021.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.