Ramirez Asset Management’s Morgan Stanley MS Stock Holding History

Ramirez Asset 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	$5.17M	Sell	24,729 -3	-0%	-$594	0.54%	62
2026 Q1	$4.07M	Buy	24,732 +886	+4%	+$153K	0.49%	72
2025 Q4	$4.23M	Hold	23,846	–	–	0.56%	64
2025 Q3	$3.79M	Buy	23,846 +7,556	+46%	+$1.12M	0.53%	67
2025 Q2	$2.29M	Buy	16,290 +10,400	+177%	+$1.28M	0.35%	88
2025 Q1	$687K	Hold	5,890	–	–	0.14%	144
2024 Q4	$740K	Hold	5,890	–	–	0.15%	146
2024 Q3	$614K	Hold	5,890	–	–	0.12%	147
2024 Q2	$572K	Sell	5,890 -2,100	-26%	-$200K	0.12%	152
2024 Q1	$752K	Buy	7,990 +11	+0.1%	+$969	0.15%	147
2023 Q4	$744K	Hold	7,979	–	–	0.15%	146
2023 Q3	$652K	Buy	+7,979	New	+$693K	0.14%	151

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

Ramirez Asset Management's MS Position: Q2 2026 in Review

Ramirez Asset Management reduced its Morgan Stanley (MS) stake by 0.01% in Q2 2026, selling an estimated $594 and leaving 24,729 shares worth $5.17M. The position accounts for 0.54% of the portfolio, ranked #62.

Ramirez Asset Management first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Ramirez Asset Management held 24,729 shares of Morgan Stanley worth $5.17M as of Q2 2026.
Ramirez Asset Management sold 3 Morgan Stanley shares in Q2 2026, an estimated $594.
Morgan Stanley made up 0.54% of Ramirez Asset Management's portfolio in Q2 2026, its #62 holding.
Ramirez Asset Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.