RIM
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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
Q2 		$41.3M Buy
195,276
+17,517
+10% +$3.47M 0.12% 55
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rakuten Investment Management's MS Position: Q2 2026 in Review

Rakuten Investment Management increased its Morgan Stanley (MS) stake by 9.9% in Q2 2026, buying an estimated $3.47M and bringing the position to 195,276 shares worth $41.3M. The position accounts for 0.12% of the portfolio, ranked #55.

Rakuten Investment Management first reported a position in MS in Q4 2023 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Rakuten Investment Management held 195,276 shares of Morgan Stanley worth $41.3M as of Q2 2026.
  • Rakuten Investment Management bought 17,517 Morgan Stanley shares in Q2 2026, an estimated $3.47M.
  • Morgan Stanley made up 0.12% of Rakuten Investment Management's portfolio in Q2 2026, its #55 holding.
  • Rakuten Investment Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 9 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.