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Resources Management Corp’s Morgan Stanley MS Stock Holding History

Resources Management Corp’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 		$233K Hold
1,415
– – 0.03% 178
2025
Q4 		$251K Hold
1,415
– – 0.03% 176
2025
Q3 		$225K Hold
1,415
– – 0.03% 181
2025
Q2 		$199K Hold
1,415
– – 0.03% 204
2025
Q1 		$165K Buy
1,415
+200
+16% +$25.8K 0.02% 219
2024
Q4 		$153K Hold
1,215
– – 0.02% 236
2024
Q3 		$127K Hold
1,215
– – 0.02% 251
2024
Q2 		$118K Hold
1,215
– – 0.02% 248
2024
Q1 		$114K Hold
1,215
– – 0.02% 250
2023
Q4 		$113K Hold
1,215
– – 0.02% 250
2023
Q3 		$99K Hold
1,215
– – 0.02% 253
2023
Q2 		$104K Buy
1,215
+481
+66% +$41.1K 0.02% 256
2023
Q1 		$98K Sell
734
-375
-34% -$35K 0.02% 256
2022
Q4 		$94K Hold
1,109
– – 0.01% 266
2022
Q3 		$88K Hold
1,109
– – 0.02% 268
2022
Q2 		$84K Hold
1,109
– – 0.01% 279
2022
Q1 		$97K Hold
1,109
– – 0.01% 273
2021
Q4 		$109K Hold
1,109
– – 0.01% 271
2021
Q3 		$108K Hold
1,109
– – 0.02% 268
2021
Q2 		$102K Hold
1,109
– – 0.01% 281
2021
Q1 		$86K Buy
1,109
+33
+3% +$2.53K 0.01% 281
2020
Q4 		$74K Hold
1,076
– – 0.01% 286
2020
Q3 		$52K Sell
1,076
-650
-38% -$32.7K 0.01% 288
2020
Q2 		$83K Buy
1,726
+1
+0.1% +$42 0.02% 262
2020
Q1 		$59K Buy
1,725
+60
+4% +$2.83K 0.01% 275
2019
Q4 		$85K Hold
1,665
– – 0.01% 257
2019
Q3 		$71K Buy
+1,665
New +$71.2K 0.01% 277
2018
Q4 		$66K Hold
1,665
– – 0.01% 257
2018
Q3 		$77K Buy
+1,665
New +$81.3K 0.01% 254

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

Resources Management Corp's MS Position: Q1 2026 in Review

Resources Management Corp held its Morgan Stanley (MS) position steady in Q1 2026 at 1,415 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #178.

Resources Management Corp first reported a position in MS in Q3 2018 and has held it in 29 quarters since. The position peaked at $251K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Resources Management Corp held 1,415 shares of Morgan Stanley worth $233K as of Q1 2026.
  • Resources Management Corp left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.03% of Resources Management Corp's portfolio in Q1 2026, its #178 holding.
  • Resources Management Corp first reported a position in Morgan Stanley in Q3 2018 and has held it in 29 quarters since.
  • Resources Management Corp's Morgan Stanley position peaked at $251K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.