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Raab & Moskowitz Asset Management’s Morgan Stanley MS Stock Holding History

Raab & Moskowitz Asset 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 		$931K Sell
4,453
-11
-0.2% -$2.18K 0.19% 97
2026
Q1 		$735K Sell
4,464
-2,952
-40% -$511K 0.16% 106
2025
Q4 		$1.32M Sell
7,416
-600
-7% -$100K 0.29% 83
2025
Q3 		$1.27M Buy
8,016
+11
+0.1% +$1.62K 0.28% 82
2025
Q2 		$1.13M Sell
8,005
-81
-1% -$9.95K 0.27% 82
2025
Q1 		$943K Buy
8,086
+1,212
+18% +$156K 0.24% 84
2024
Q4 		$864K Buy
6,874
+3,232
+89% +$398K 0.21% 89
2024
Q3 		$380K Buy
3,642
+98
+3% +$9.87K 0.1% 139
2024
Q2 		$344K Buy
3,544
+149
+4% +$14.2K 0.09% 139
2024
Q1 		$320K Buy
3,395
+72
+2% +$6.34K 0.09% 143
2023
Q4 		$310K Sell
3,323
-50
-1% -$4K 0.1% 140
2023
Q3 		$275K Buy
3,373
+421
+14% +$36.6K 0.1% 141
2023
Q2 		$252K Buy
2,952
+32
+1% +$2.74K 0.09% 152
2023
Q1 		$256K Sell
2,920
-75
-3% -$7K 0.09% 145
2022
Q4 		$255K Buy
2,995
+25
+0.8% +$2.13K 0.1% 142
2022
Q3 		$234K Sell
2,970
-225
-7% -$19K 0.1% 142
2022
Q2 		$243K Buy
3,195
+705
+28% +$57.7K 0.1% 143
2022
Q1 		$217K Hold
2,490
– – 0.07% 157
2021
Q4 		$244K Sell
2,490
-85
-3% -$8.47K 0.08% 150
2021
Q3 		$251K Hold
2,575
– – 0.09% 141
2021
Q2 		$236K Sell
2,575
-200
-7% -$17.1K 0.09% 146
2021
Q1 		$215K Sell
2,775
-154
-5% -$11.8K 0.08% 145
2020
Q4 		$200K Buy
+2,929
New +$168K 0.08% 146
2020
Q1 		– Sell
-3,504
Closed -$179K – 380
2019
Q4 		$179K Buy
+3,504
New +$166K 0.07% 165
2018
Q4 		– Sell
-2,818
Closed -$131K – 373
2018
Q3 		$131K Buy
+2,818
New +$138K 0.05% 183

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

Raab & Moskowitz Asset Management's MS Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its Morgan Stanley (MS) stake by 0.25% in Q2 2026, selling an estimated $2.18K and leaving 4,453 shares worth $931K. The position accounts for 0.19% of the portfolio, ranked #97.

Raab & Moskowitz Asset Management first reported a position in MS in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.32M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Raab & Moskowitz Asset Management held 4,453 shares of Morgan Stanley worth $931K as of Q2 2026.
  • Raab & Moskowitz Asset Management sold 11 Morgan Stanley shares in Q2 2026, an estimated $2.18K.
  • Morgan Stanley made up 0.19% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #97 holding.
  • Raab & Moskowitz Asset Management first reported a position in Morgan Stanley in Q3 2018 and has held it in 25 quarters since.
  • Raab & Moskowitz Asset Management's Morgan Stanley position peaked at $1.32M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.