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Relyea Zuckerberg Hanson’s Morgan Stanley MS Stock Holding History

Relyea Zuckerberg Hanson’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 		$1.87M Sell
8,969
-243
-3% -$48.1K 0.16% 86
2026
Q1 		$1.52M Buy
9,212
+911
+11% +$158K 0.15% 81
2025
Q4 		$1.47M Sell
8,301
-722
-8% -$120K 0.15% 84
2025
Q3 		$1.43M Sell
9,023
-1,054
-10% -$156K 0.15% 83
2025
Q2 		$1.42M Buy
10,077
+539
+6% +$66.2K 0.17% 85
2025
Q1 		$1.11M Sell
9,538
-1,844
-16% -$238K 0.15% 87
2024
Q4 		$1.43M Sell
11,382
-1
-0% -$123 0.19% 75
2024
Q3 		$1.19M Sell
11,383
-32
-0.3% -$3.22K 0.18% 77
2024
Q2 		$1.11M Sell
11,415
-222
-2% -$21.1K 0.19% 76
2024
Q1 		$1.1M Buy
11,637
+272
+2% +$24K 0.19% 72
2023
Q4 		$1.06M Sell
11,365
-367
-3% -$29.4K 0.21% 70
2023
Q3 		$958K Buy
11,732
+11
+0.1% +$955 0.22% 65
2023
Q2 		$1M Buy
11,721
+43
+0.4% +$3.68K 0.22% 64
2023
Q1 		$1.03M Buy
11,678
+1,440
+14% +$134K 0.25% 61
2022
Q4 		$870K Sell
10,238
-13
-0.1% -$1.11K 0.25% 61
2022
Q3 		$810K Buy
10,251
+204
+2% +$17.2K 0.29% 50
2022
Q2 		$764K Buy
10,047
+18
+0.2% +$1.47K 0.28% 55
2022
Q1 		$844K Sell
10,029
-403
-4% -$38.9K 0.28% 59
2021
Q4 		$1.03M Sell
10,432
-734
-7% -$73.1K 0.37% 48
2021
Q3 		$1.09M Buy
11,166
+1,130
+11% +$112K 0.42% 39
2021
Q2 		$920K Hold
10,036
– – 0.38% 44
2021
Q1 		$823K Hold
10,036
– – 0.36% 43
2020
Q4 		$688K Hold
10,036
– – 0.37% 46
2020
Q3 		$515K Hold
10,036
– – 0.33% 57
2020
Q2 		$485K Hold
10,036
– – 0.39% 58
2020
Q1 		$341K Hold
10,036
– – 0.37% 67
2019
Q4 		$513K Buy
+10,036
New +$475K 0.49% 48

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Relyea Zuckerberg Hanson's MS Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Morgan Stanley (MS) stake by 2.6% in Q2 2026, selling an estimated $48.1K and leaving 8,969 shares worth $1.87M. The position accounts for 0.16% of the portfolio, ranked #86.

Relyea Zuckerberg Hanson first reported a position in MS in Q4 2019 and has held it in 27 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Relyea Zuckerberg Hanson held 8,969 shares of Morgan Stanley worth $1.87M as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 243 Morgan Stanley shares in Q2 2026, an estimated $48.1K.
  • Morgan Stanley made up 0.16% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #86 holding.
  • Relyea Zuckerberg Hanson first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.