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 Q2	$376K	Hold	1,800	–	–	0.1%	45
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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Reik & Co's MS Position: Q2 2026 in Review

Reik & Co held its Morgan Stanley (MS) position steady in Q2 2026 at 1,800 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #45.

Reik & Co first reported a position in MS in Q2 2014 and has held it in 27 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Reik & Co held 1,800 shares of Morgan Stanley worth $376K as of Q2 2026.
Reik & Co left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.1% of Reik & Co's portfolio in Q2 2026, its #45 holding.
Reik & Co first reported a position in Morgan Stanley in Q2 2014 and has held it in 27 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Reik & Co's 13F filing for Q2 2026, filed 10 Aug 2026.