Radnor Capital Management’s Morgan Stanley MS Stock Holding History

Radnor Capital 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	$2.62M	Sell	12,519 -140	-1%	-$27.7K	0.37%	67
2026 Q1	$2.08M	Sell	12,659 -40	-0.3%	-$6.92K	0.31%	89
2025 Q4	$2.25M	Hold	12,699	–	–	0.33%	85
2025 Q3	$2.02M	Hold	12,699	–	–	0.31%	95
2025 Q2	$1.79M	Hold	12,699	–	–	0.29%	97
2025 Q1	$1.48M	Buy	12,699 +70	+0.6%	+$9.02K	0.25%	108
2024 Q4	$1.59M	Hold	12,629	–	–	0.27%	99
2024 Q3	$1.32M	Buy	+12,629	New	+$1.27M	0.2%	131
2024 Q2	–	Sell	-11,602	Closed	-$1.09M	–	247
2024 Q1	$1.09M	Hold	11,602	–	–	0.19%	136
2023 Q4	$1.08M	Buy	11,602 +2,582	+29%	+$207K	0.2%	127
2023 Q3	$737K	Buy	+9,020	New	+$783K	0.15%	168
2023 Q2	–	Sell	-5,320	Closed	-$467K	–	206
2023 Q1	$467K	Buy	5,320 +880	+20%	+$82.1K	0.12%	152
2022 Q4	$412K	Hold	4,440	–	–	0.1%	180
2022 Q3	$351K	Hold	4,440	–	–	0.1%	178
2022 Q2	$338K	Hold	4,440	–	–	0.09%	182
2022 Q1	$388K	Hold	4,440	–	–	0.1%	181
2021 Q4	$436K	Buy	+4,440	New	+$442K	0.11%	176

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Radnor Capital Management's MS Position: Q2 2026 in Review

Radnor Capital Management reduced its Morgan Stanley (MS) stake by 1.1% in Q2 2026, selling an estimated $27.7K and leaving 12,519 shares worth $2.62M. The position accounts for 0.37% of the portfolio, ranked #67.

Radnor Capital Management first reported a position in MS in Q4 2021 and has held it in 17 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Radnor Capital Management held 12,519 shares of Morgan Stanley worth $2.62M as of Q2 2026.
Radnor Capital Management sold 140 Morgan Stanley shares in Q2 2026, an estimated $27.7K.
Morgan Stanley made up 0.37% of Radnor Capital Management's portfolio in Q2 2026, its #67 holding.
Radnor Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.