Rakuten Investment Management’s Morgan Stanley MS Stock Holding History

Rakuten Investment 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 Q1	$28.2M	Buy	177,759 +19,314	+12%	+$3.34M	0.06%	63
2025 Q4	$28.5M	Buy	158,445 +130,505	+467%	+$21.8M	0.1%	68
2025 Q3	$708K	Buy	+27,940	New	+$4.13M	﹤0.01%	517
2025 Q1	$13M	Buy	+112,295	New	+$14.5M	0.06%	89
2024 Q3	$7.3M	Buy	70,096 +17,157	+32%	+$1.73M	0.04%	81
2024 Q2	$5.07M	Buy	52,939 +19,440	+58%	+$1.85M	0.03%	85
2024 Q1	$3.15M	Buy	33,499 +30,389	+977%	+$2.68M	0.02%	88
2023 Q4	$291K	Buy	+3,110	New	+$249K	﹤0.01%	83

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rakuten Investment Management's MS Position: Q1 2026 in Review

Rakuten Investment Management increased its Morgan Stanley (MS) stake by 12% in Q1 2026, buying an estimated $3.34M and bringing the position to 177,759 shares worth $28.2M. The position accounts for 0.06% of the portfolio, ranked #63.

Rakuten Investment Management first reported a position in MS in Q4 2023 and has held it in 8 quarters since. The position peaked at $28.5M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Rakuten Investment Management held 177,759 shares of Morgan Stanley worth $28.2M as of Q1 2026.
Rakuten Investment Management bought 19,314 Morgan Stanley shares in Q1 2026, an estimated $3.34M.
Morgan Stanley made up 0.06% of Rakuten Investment Management's portfolio in Q1 2026, its #63 holding.
Rakuten Investment Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Morgan Stanley position peaked at $28.5M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.