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Raleigh Capital Management’s Morgan Stanley MS Stock Holding History

Raleigh 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 		$270K Sell
1,291
-5
-0.4% -$990 0.09% 184
2026
Q1 		$213K Buy
1,296
+497
+62% +$86K 0.07% 195
2025
Q4 		$142K Buy
799
+26
+3% +$4.34K 0.05% 220
2025
Q3 		$123K Sell
773
-4,810
-86% -$710K 0.05% 224
2025
Q2 		$786K Buy
5,583
+188
+3% +$23.1K 0.33% 89
2025
Q1 		$629K Sell
5,395
-1,251
-19% -$161K 0.29% 99
2024
Q4 		$836K Sell
6,646
-1,416
-18% -$174K 0.32% 93
2024
Q3 		$840K Buy
8,062
+7,706
+2,165% +$776K 0.32% 97
2024
Q2 		$34.6K Buy
356
+111
+45% +$10.6K 0.01% 350
2024
Q1 		$23.1K Buy
245
+180
+277% +$15.9K 0.01% 405
2023
Q4 		$6.09K Buy
65
+60
+1,200% +$4.8K ﹤0.01% 700
2023
Q3 		$430 Buy
+5
New +$434 ﹤0.01% 887
2023
Q1 		– Sell
-2,767
Closed -$235K – 879
2022
Q4 		$235K Sell
2,767
-235
-8% -$20K 0.12% 158
2022
Q3 		$237K Buy
3,002
+75
+3% +$6.32K 0.14% 147
2022
Q2 		$223K Buy
2,927
+397
+16% +$32.5K 0.13% 169
2022
Q1 		$221K Buy
+2,530
New +$244K 0.12% 170

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Raleigh Capital Management reduced its Morgan Stanley (MS) stake by 0.39% in Q2 2026, selling an estimated $990 and leaving 1,291 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #184.

Raleigh Capital Management first reported a position in MS in Q1 2022 and has held it in 16 quarters since. The position peaked at $840K in Q3 2024. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Raleigh Capital Management held 1,291 shares of Morgan Stanley worth $270K as of Q2 2026.
  • Raleigh Capital Management sold 5 Morgan Stanley shares in Q2 2026, an estimated $990.
  • Morgan Stanley made up 0.09% of Raleigh Capital Management's portfolio in Q2 2026, its #184 holding.
  • Raleigh Capital Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 16 quarters since.
  • Raleigh Capital Management's Morgan Stanley position peaked at $840K in Q3 2024.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.