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Rakuten Securities’s Morgan Stanley MS Stock Holding History

Rakuten Securities’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 		$97.8K Sell
468
-134
-22% -$26.5K 0.02% 208
2026
Q1 		$99.1K Buy
602
+190
+46% +$32.9K 0.04% 180
2025
Q4 		$73.1K Buy
412
+15
+4% +$2.5K 0.02% 210
2025
Q3 		$63.1K Sell
397
-274
-41% -$40.5K 0.02% 220
2025
Q2 		$94.5K Sell
671
-463
-41% -$56.9K 0.04% 171
2025
Q1 		$132K Sell
1,134
-1,450
-56% -$187K 0.07% 139
2024
Q4 		$325K Buy
2,584
+2,284
+761% +$281K 0.13% 80
2024
Q3 		$31.3K Buy
300
+174
+138% +$17.5K 0.01% 221
2024
Q2 		$12.2K Buy
126
+14
+13% +$1.33K 0.01% 311
2024
Q1 		$10.5K Sell
112
-816
-88% -$71.9K ﹤0.01% 317
2023
Q4 		$86.5K Buy
+928
New +$74.2K 0.07% 125

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

Rakuten Securities's MS Position: Q2 2026 in Review

Rakuten Securities reduced its Morgan Stanley (MS) stake by 22% in Q2 2026, selling an estimated $26.5K and leaving 468 shares worth $97.8K. The position accounts for 0.02% of the portfolio, ranked #208.

Rakuten Securities first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $325K in Q4 2024. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Rakuten Securities held 468 shares of Morgan Stanley worth $97.8K as of Q2 2026.
  • Rakuten Securities sold 134 Morgan Stanley shares in Q2 2026, an estimated $26.5K.
  • Morgan Stanley made up 0.02% of Rakuten Securities's portfolio in Q2 2026, its #208 holding.
  • Rakuten Securities first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • Rakuten Securities's Morgan Stanley position peaked at $325K in Q4 2024.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.