Raymond James Financial
MS icon

Raymond James Financial’s Morgan Stanley MS Stock Holding History

Raymond James Financial’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 		$324M Buy
1,969,551
+16,913
+0.9% +$2.93M 0.1% 179
2025
Q4 		$347M Sell
1,952,638
-61,801
-3% -$10.3M 0.11% 156
2025
Q3 		$320M Sell
2,014,439
-233,554
-10% -$34.5M 0.1% 174
2025
Q2 		$317M Sell
2,247,993
-200,450
-8% -$24.6M 0.11% 169
2025
Q1 		$286M Sell
2,448,443
-129,651
-5% -$16.7M 0.11% 171
2024
Q4 		$324M Buy
+2,578,094
New +$318M 0.12% 146

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
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 $336B AUM 34.66% 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

Raymond James Financial's MS Position: Q1 2026 in Review

Raymond James Financial increased its Morgan Stanley (MS) stake by 0.87% in Q1 2026, buying an estimated $2.93M and bringing the position to 1,969,551 shares worth $324M. The position accounts for 0.1% of the portfolio, ranked #179.

Raymond James Financial first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $347M in Q4 2025. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Raymond James Financial held 1,969,551 shares of Morgan Stanley worth $324M as of Q1 2026.
  • Raymond James Financial bought 16,913 Morgan Stanley shares in Q1 2026, an estimated $2.93M.
  • Morgan Stanley made up 0.1% of Raymond James Financial's portfolio in Q1 2026, its #179 holding.
  • Raymond James Financial first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Morgan Stanley position peaked at $347M in Q4 2025.
  • 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.