RPSA
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Richard P. Slaughter Associates’s Morgan Stanley MS Stock Holding History

Richard P. Slaughter Associates’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 		$336K Hold
1,609
– – 0.07% 84
2026
Q1 		$265K Sell
1,609
-74
-4% -$12.8K 0.06% 86
2025
Q4 		$299K Sell
1,683
-14
-0.8% -$2.33K 0.06% 86
2025
Q3 		$270K Sell
1,697
-43
-2% -$6.35K 0.06% 90
2025
Q2 		$245K Sell
1,740
-1,905
-52% -$234K 0.05% 102
2025
Q1 		$425K Sell
3,645
-18,026
-83% -$2.32M 0.1% 87
2024
Q4 		$2.72M Sell
21,671
-896
-4% -$110K 0.61% 38
2024
Q3 		$2.35M Sell
22,567
-673
-3% -$67.8K 0.55% 44
2024
Q2 		$2.26M Sell
23,240
-7,413
-24% -$706K 0.53% 48
2024
Q1 		$2.89M Sell
30,653
-1,062
-3% -$93.5K 0.69% 34
2023
Q4 		$2.96M Buy
31,715
+926
+3% +$74.1K 0.73% 27
2023
Q3 		$2.51M Buy
30,789
+1,481
+5% +$129K 0.67% 30
2023
Q2 		$2.5M Buy
29,308
+188
+0.6% +$16.1K 0.72% 33
2023
Q1 		$2.56M Buy
+29,120
New +$2.72M 0.83% 27
2021
Q4 		– Sell
-2,539
Closed -$247K – 129
2021
Q3 		$247K Sell
2,539
-18,546
-88% -$1.84M 0.1% 112
2021
Q2 		$1.93M Sell
21,085
-20,791
-50% -$1.78M 0.75% 44
2021
Q1 		$3.25M Sell
41,876
-18,603
-31% -$1.43M 1.35% 20
2020
Q4 		$4.14M Sell
60,479
-780
-1% -$44.8K 1.75% 13
2020
Q3 		$2.96M Sell
61,259
-5,908
-9% -$298K 1.36% 18
2020
Q2 		$3.24M Buy
67,167
+2,377
+4% +$99.8K 1.41% 15
2020
Q1 		$2.2M Buy
64,790
+1,343
+2% +$63.3K 1.15% 22
2019
Q4 		$3.24M Buy
+63,447
New +$3M 1.29% 21

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Richard P. Slaughter Associates's MS Position: Q2 2026 in Review

Richard P. Slaughter Associates held its Morgan Stanley (MS) position steady in Q2 2026 at 1,609 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #84.

Richard P. Slaughter Associates first reported a position in MS in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.14M in Q4 2020. 927 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Richard P. Slaughter Associates held 1,609 shares of Morgan Stanley worth $336K as of Q2 2026.
  • Richard P. Slaughter Associates left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.07% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #84 holding.
  • Richard P. Slaughter Associates first reported a position in Morgan Stanley in Q4 2019 and has held it in 22 quarters since.
  • Richard P. Slaughter Associates's Morgan Stanley position peaked at $4.14M in Q4 2020.
  • 927 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.