Reik & Co’s Morgan Stanley MS Stock Holding History

Reik & Co’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	$296K	Hold	1,800	–	–	0.08%	49
2025 Q4	$320K	Hold	1,800	–	–	0.09%	46
2025 Q3	$286K	Hold	1,800	–	–	0.07%	46
2025 Q2	$254K	Hold	1,800	–	–	0.06%	48
2025 Q1	$210K	Hold	1,800	–	–	0.05%	52
2024 Q4	$226K	Buy	+1,800	New	+$222K	0.05%	50
2023 Q4	–	Sell	-2,703	Closed	-$221K	–	56
2023 Q3	$221K	Hold	2,703	–	–	0.06%	51
2023 Q2	$231K	Hold	2,703	–	–	0.06%	49
2023 Q1	$237K	Hold	2,703	–	–	0.07%	47
2022 Q4	$230K	Hold	2,703	–	–	0.07%	46
2022 Q3	$214K	Hold	2,703	–	–	0.07%	47
2022 Q2	$206K	Hold	2,703	–	–	0.06%	49
2022 Q1	$236K	Hold	2,703	–	–	0.06%	51
2021 Q4	$265K	Hold	2,703	–	–	0.06%	49
2021 Q3	$263K	Hold	2,703	–	–	0.07%	50
2021 Q2	$248K	Hold	2,703	–	–	0.06%	49
2021 Q1	$210K	Buy	+2,703	New	+$207K	0.05%	51
2017 Q1	–	Sell	-6,233	Closed	-$263K	–	46
2016 Q4	$263K	Sell	6,233 -600	-9%	-$22.7K	0.09%	46
2016 Q3	$219K	Buy	+6,833	New	+$204K	0.08%	49
2016 Q1	–	Sell	-6,517	Closed	-$207K	–	50
2015 Q4	$207K	Sell	6,517 -353	-5%	-$11.7K	0.08%	48
2015 Q3	$216K	Hold	6,870	–	–	0.08%	45
2015 Q2	$266K	Hold	6,870	–	–	0.09%	45
2015 Q1	$245K	Hold	6,870	–	–	0.08%	47
2014 Q4	$267K	Hold	6,870	–	–	0.08%	48
2014 Q3	$237K	Hold	6,870	–	–	0.08%	50
2014 Q2	$222K	Buy	+6,870	New	+$212K	0.08%	56

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Reik & Co's MS Position: Q1 2026 in Review

Reik & Co held its Morgan Stanley (MS) position steady in Q1 2026 at 1,800 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #49.

Reik & Co first reported a position in MS in Q2 2014 and has held it in 26 quarters since. The position peaked at $320K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Reik & Co held 1,800 shares of Morgan Stanley worth $296K as of Q1 2026.
Reik & Co left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.08% of Reik & Co's portfolio in Q1 2026, its #49 holding.
Reik & Co first reported a position in Morgan Stanley in Q2 2014 and has held it in 26 quarters since.
Reik & Co's Morgan Stanley position peaked at $320K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Reik & Co's 13F filing for Q1 2026, filed 5 May 2026.