RAM
MS icon

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
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
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return