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Rehmann Capital Advisory Group’s Morgan Stanley MS Stock Holding History

Rehmann Capital Advisory 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 		$1.02M Buy
6,219
+55
+0.9% +$9.52K 0.05% 242
2025
Q4 		$1.09M Buy
6,164
+43
+0.7% +$7.17K 0.06% 226
2025
Q3 		$973K Sell
6,121
-37
-0.6% -$5.46K 0.05% 236
2025
Q2 		$867K Buy
6,158
+493
+9% +$60.6K 0.05% 243
2025
Q1 		$661K Buy
5,665
+143
+3% +$18.4K 0.04% 297
2024
Q4 		$694K Buy
5,522
+616
+13% +$75.9K 0.04% 272
2024
Q3 		$511K Sell
4,906
-33
-0.7% -$3.32K 0.03% 334
2024
Q2 		$480K Buy
4,939
+83
+2% +$7.9K 0.03% 333
2024
Q1 		$457K Sell
4,856
-181
-4% -$15.9K 0.03% 336
2023
Q4 		$470K Sell
5,037
-84
-2% -$6.72K 0.04% 324
2023
Q3 		$418K Sell
5,121
-558
-10% -$48.4K 0.04% 330
2023
Q2 		$485K Sell
5,679
-58
-1% -$4.96K 0.04% 312
2023
Q1 		$504K Sell
5,737
-41
-0.7% -$3.83K 0.05% 300
2022
Q4 		$491K Sell
5,778
-409
-7% -$34.9K 0.05% 299
2022
Q3 		$489K Sell
6,187
-163
-3% -$13.7K 0.05% 289
2022
Q2 		$483K Sell
6,350
-368
-5% -$30.1K 0.05% 289
2022
Q1 		$587K Sell
6,718
-31
-0.5% -$2.99K 0.06% 282
2021
Q4 		$663K Buy
6,749
+146
+2% +$14.5K 0.06% 265
2021
Q3 		$643K Sell
6,603
-83
-1% -$8.22K 0.06% 269
2021
Q2 		$615K Sell
6,686
-145
-2% -$12.4K 0.06% 268
2021
Q1 		$531K Buy
6,831
+567
+9% +$43.5K 0.05% 278
2020
Q4 		$429K Buy
6,264
+1,779
+40% +$102K 0.05% 296
2020
Q3 		$217K Buy
4,485
+209
+5% +$10.5K 0.03% 388
2020
Q2 		$207K Buy
+4,276
New +$180K 0.03% 393
2019
Q3 		$113K Sell
2,649
-66
-2% -$2.82K 0.01% 418
2019
Q2 		$119K Buy
2,715
+137
+5% +$6.11K 0.01% 563
2019
Q1 		$109K Buy
2,578
+419
+19% +$17.6K 0.01% 567
2018
Q4 		$85.6K Sell
2,159
-255
-11% -$11.1K 0.01% 442
2018
Q3 		$112K Sell
2,414
-375
-13% -$18.3K 0.02% 553
2018
Q2 		$132K Buy
2,789
+351
+14% +$18.3K 0.02% 484
2018
Q1 		$132K Buy
+2,438
New +$135K 0.02% 473

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

Rehmann Capital Advisory Group's MS Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Morgan Stanley (MS) stake by 0.89% in Q1 2026, buying an estimated $9.52K and bringing the position to 6,219 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #242.

Rehmann Capital Advisory Group first reported a position in MS in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.09M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Rehmann Capital Advisory Group held 6,219 shares of Morgan Stanley worth $1.02M as of Q1 2026.
  • Rehmann Capital Advisory Group bought 55 Morgan Stanley shares in Q1 2026, an estimated $9.52K.
  • Morgan Stanley made up 0.05% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #242 holding.
  • Rehmann Capital Advisory Group first reported a position in Morgan Stanley in Q1 2018 and has held it in 31 quarters since.
  • Rehmann Capital Advisory Group's Morgan Stanley position peaked at $1.09M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.