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Rathbones Group’s Morgan Stanley MS Stock Holding History

Rathbones Group’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 		$122M Buy
742,378
+36,953
+5% +$6.4M 0.49% 53
2025
Q4 		$125M Sell
705,425
-66,494
-9% -$11.1M 0.49% 49
2025
Q3 		$123M Buy
771,919
+9,074
+1% +$1.34M 0.5% 49
2025
Q2 		$107M Buy
762,845
+57,532
+8% +$7.07M 0.46% 56
2025
Q1 		$82.3M Buy
705,313
+52,778
+8% +$6.8M 0.4% 67
2024
Q4 		$82M Sell
652,535
-112,297
-15% -$13.8M 0.4% 64
2024
Q3 		$79.7M Buy
764,832
+44,688
+6% +$4.5M 0.4% 68
2024
Q2 		$70M Buy
720,144
+33,247
+5% +$3.16M 0.38% 71
2024
Q1 		$64.7M Buy
686,897
+60,241
+10% +$5.31M 0.37% 71
2023
Q4 		$58.4M Buy
626,656
+88,660
+16% +$7.09M 0.38% 68
2023
Q3 		$43.9M Buy
537,996
+39,348
+8% +$3.42M 0.32% 74
2023
Q2 		$42.6M Buy
498,648
+47,567
+11% +$4.07M 0.4% 68
2023
Q1 		$39.6M Buy
451,081
+41,589
+10% +$3.88M 0.4% 65
2022
Q4 		$34.8M Buy
409,492
+7,504
+2% +$640K 0.39% 68
2022
Q3 		$31.8M Sell
401,988
-50,400
-11% -$4.25M 0.39% 65
2022
Q2 		$34.4M Buy
452,388
+38,580
+9% +$3.16M 0.39% 69
2022
Q1 		$36.2M Buy
413,808
+35,300
+9% +$3.41M 0.37% 71
2021
Q4 		$37.2M Buy
378,508
+27,600
+8% +$2.75M 0.36% 69
2021
Q3 		$34.1M Buy
350,908
+22,500
+7% +$2.23M 0.37% 69
2021
Q2 		$30.1M Buy
328,408
+267,310
+438% +$22.9M 0.33% 78
2021
Q1 		$4.75M Buy
61,098
+510
+0.8% +$39.1K 0.06% 148
2020
Q4 		$4.15M Sell
60,588
-3,970
-6% -$228K 0.06% 148
2020
Q3 		$3.12M Buy
64,558
+6,300
+11% +$317K 0.05% 153
2020
Q2 		$2.81M Sell
58,258
-36,400
-38% -$1.53M 0.06% 143
2020
Q1 		$3.22M Buy
94,658
+24,990
+36% +$1.18M 0.09% 119
2019
Q4 		$3.56M Buy
69,668
+36,200
+108% +$1.71M 0.09% 119
2019
Q3 		$1.43M Buy
33,468
+4,290
+15% +$183K 0.04% 163
2019
Q2 		$1.28M Sell
29,178
-104,780
-78% -$4.67M 0.04% 165
2019
Q1 		$5.65M Sell
133,958
-17,870
-12% -$752K 0.19% 96
2018
Q4 		$6.02M Sell
151,828
-8,430
-5% -$368K 0.23% 84
2018
Q3 		$7.46M Buy
160,258
+5,055
+3% +$247K 0.25% 76
2018
Q2 		$7.36M Buy
155,203
+1,260
+0.8% +$65.8K 0.28% 74
2018
Q1 		$8.31M Buy
153,943
+15,140
+11% +$838K 0.34% 73
2017
Q4 		$7.28M Buy
138,803
+16,435
+13% +$831K 0.3% 78
2017
Q3 		$5.89M Hold
122,368
– – 0.26% 81
2017
Q2 		$5.45M Buy
122,368
+2,290
+2% +$98.7K 0.24% 83
2017
Q1 		$5.14M Buy
+120,078
New +$5.33M 0.23% 88
2016
Q4 		– Sell
-59,133
Closed -$1.9M – 320
2016
Q3 		$1.9M Sell
59,133
-4,135
-7% -$123K 0.1% 118
2016
Q2 		$1.64M Buy
63,268
+160
+0.3% +$4.18K 0.09% 117
2016
Q1 		$1.58M Sell
63,108
-2,125
-3% -$54.2K 0.1% 111
2015
Q4 		$1.77M Buy
65,233
+1,780
+3% +$59.1K 0.11% 105
2015
Q3 		$2M Buy
63,453
+5,940
+10% +$216K 0.13% 104
2015
Q2 		$2.23M Buy
57,513
+3,770
+7% +$143K 0.14% 102
2015
Q1 		$1.92M Sell
53,743
-4,740
-8% -$170K 0.13% 104
2014
Q4 		$2.27M Buy
58,483
+300
+0.5% +$10.7K 0.15% 100
2014
Q3 		$2.01M Sell
58,183
-300
-0.5% -$10K 0.14% 101
2014
Q2 		$1.89M Buy
58,483
+1,710
+3% +$52.7K 0.13% 108
2014
Q1 		$1.77M Sell
56,773
-3,170
-5% -$97.9K 0.14% 110
2013
Q4 		$1.88M Buy
59,943
+7,720
+15% +$230K 0.19% 103
2013
Q3 		$1.41M Sell
52,223
-237
-0.5% -$6.36K 0.16% 107
2013
Q2 		$1.28M Buy
+52,460
New +$1.24M 0.17% 103

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Rathbones Group's MS Position: Q1 2026 in Review

Rathbones Group increased its Morgan Stanley (MS) stake by 5.2% in Q1 2026, buying an estimated $6.4M and bringing the position to 742,378 shares worth $122M. The position accounts for 0.49% of the portfolio, ranked #53.

Rathbones Group first reported a position in MS in Q2 2013 and has held it in 51 quarters since. The position peaked at $125M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Rathbones Group held 742,378 shares of Morgan Stanley worth $122M as of Q1 2026.
  • Rathbones Group bought 36,953 Morgan Stanley shares in Q1 2026, an estimated $6.4M.
  • Morgan Stanley made up 0.49% of Rathbones Group's portfolio in Q1 2026, its #53 holding.
  • Rathbones Group first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
  • Rathbones Group's Morgan Stanley position peaked at $125M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.