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Rachor Investment Advisory Services’s Morgan Stanley MS Stock Holding History

Rachor Investment Advisory Services’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 		$10.7K Hold
51
– – 0.01% 103
2026
Q1 		$8.42K Buy
51
+30
+143% +$5.19K ﹤0.01% 132
2025
Q4 		$3.73K Buy
+21
New +$3.5K ﹤0.01% 173

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rachor Investment Advisory Services's MS Position: Q2 2026 in Review

Rachor Investment Advisory Services held its Morgan Stanley (MS) position steady in Q2 2026 at 51 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #103.

Rachor Investment Advisory Services first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 1,605 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Rachor Investment Advisory Services held 51 shares of Morgan Stanley worth $10.7K as of Q2 2026.
  • Rachor Investment Advisory Services left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #103 holding.
  • Rachor Investment Advisory Services first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.