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 Q3	$363M	Sell	1,931,283 -38,084	-2%	-$8.09M	0.1%	172
2026 Q2	$412M	Sell	1,969,367 -184	-0%	-$36.4K	0.11%	151
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 Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Raymond James Financial's MS Position: Q3 2026 in Review

Raymond James Financial reduced its Morgan Stanley (MS) stake by 1.9% in Q3 2026, selling an estimated $8.09M and leaving 1,931,283 shares worth $363M. The position accounts for 0.1% of the portfolio, ranked #172.

Raymond James Financial first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $412M in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Raymond James Financial held 1,931,283 shares of Morgan Stanley worth $363M as of Q3 2026.
Raymond James Financial sold 38,084 Morgan Stanley shares in Q3 2026, an estimated $8.09M.
Morgan Stanley made up 0.1% of Raymond James Financial's portfolio in Q3 2026, its #172 holding.
Raymond James Financial first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's Morgan Stanley position peaked at $412M in Q2 2026.
2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.