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Ranch Capital Advisors’s Morgan Stanley MS Stock Holding History

Ranch Capital Advisors’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 		$1.58M Buy
7,571
+448
+6% +$88.7K 0.5% 63
2026
Q1 		$1.17M Buy
7,123
+36
+0.5% +$6.23K 0.42% 66
2025
Q4 		$1.26M Buy
7,087
+120
+2% +$20K 0.46% 62
2025
Q3 		$1.11M Buy
6,967
+23
+0.3% +$3.4K 0.43% 61
2025
Q2 		$978K Buy
6,944
+333
+5% +$40.9K 0.42% 62
2025
Q1 		$771K Buy
6,611
+429
+7% +$55.3K 0.37% 68
2024
Q4 		$777K Buy
6,182
+164
+3% +$20.2K 0.37% 67
2024
Q3 		$627K Buy
6,018
+50
+0.8% +$5.04K 0.3% 86
2024
Q2 		$580K Buy
5,968
+274
+5% +$26.1K 0.3% 84
2024
Q1 		$536K Sell
5,694
-475
-8% -$41.8K 0.29% 90
2023
Q4 		$575K Buy
6,169
+143
+2% +$11.4K 0.36% 81
2023
Q3 		$492K Buy
6,026
+304
+5% +$26.4K 0.34% 86
2023
Q2 		$489K Sell
5,722
-726
-11% -$62.1K 0.34% 86
2023
Q1 		$566K Buy
6,448
+126
+2% +$11.8K 0.41% 75
2022
Q4 		$537K Sell
6,322
-217
-3% -$18.5K 0.42% 76
2022
Q3 		$517K Buy
6,539
+570
+10% +$48K 0.42% 75
2022
Q2 		$454K Buy
5,969
+39
+0.7% +$3.19K 0.35% 88
2022
Q1 		$518K Buy
5,930
+321
+6% +$31K 0.34% 89
2021
Q4 		$551K Buy
5,609
+15
+0.3% +$1.49K 0.36% 86
2021
Q3 		$544K Buy
5,594
+982
+21% +$97.3K 0.34% 89
2021
Q2 		$422K Buy
4,612
+289
+7% +$24.8K 0.25% 106
2021
Q1 		$335K Buy
4,323
+4,187
+3,079% +$321K 0.22% 114
2020
Q4 		$9K Hold
136
– – 0.01% 647
2020
Q3 		$6K Hold
136
– – ﹤0.01% 697
2020
Q2 		$6K Hold
136
– – ﹤0.01% 730
2020
Q1 		$4K Hold
136
– – ﹤0.01% 734
2019
Q4 		$7K Buy
+136
New +$6.44K 0.01% 742

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

Ranch Capital Advisors's MS Position: Q2 2026 in Review

Ranch Capital Advisors increased its Morgan Stanley (MS) stake by 6.3% in Q2 2026, buying an estimated $88.7K and bringing the position to 7,571 shares worth $1.58M. The position accounts for 0.5% of the portfolio, ranked #63.

Ranch Capital Advisors first reported a position in MS in Q4 2019 and has held it in 27 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ranch Capital Advisors held 7,571 shares of Morgan Stanley worth $1.58M as of Q2 2026.
  • Ranch Capital Advisors bought 448 Morgan Stanley shares in Q2 2026, an estimated $88.7K.
  • Morgan Stanley made up 0.5% of Ranch Capital Advisors's portfolio in Q2 2026, its #63 holding.
  • Ranch Capital Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.