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Richards, Merrill & Peterson’s Morgan Stanley MS Stock Holding History

Richards, Merrill & Peterson’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 		$2.36M Buy
11,300
+412
+4% +$81.6K 0.75% 34
2026
Q1 		$1.79M Buy
10,888
+838
+8% +$145K 0.66% 39
2025
Q4 		$1.78M Buy
10,050
+1,113
+12% +$186K 0.68% 33
2025
Q3 		$1.42M Buy
8,937
+525
+6% +$77.5K 0.61% 39
2025
Q2 		$1.18M Buy
8,412
+1,288
+18% +$158K 0.56% 50
2025
Q1 		$831K Buy
7,124
+924
+15% +$119K 0.43% 66
2024
Q4 		$779K Buy
+6,200
New +$764K 0.41% 65

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Richards, Merrill & Peterson's MS Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Morgan Stanley (MS) stake by 3.8% in Q2 2026, buying an estimated $81.6K and bringing the position to 11,300 shares worth $2.36M. The position accounts for 0.75% of the portfolio, ranked #34.

Richards, Merrill & Peterson first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 1,016 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Richards, Merrill & Peterson held 11,300 shares of Morgan Stanley worth $2.36M as of Q2 2026.
  • Richards, Merrill & Peterson bought 412 Morgan Stanley shares in Q2 2026, an estimated $81.6K.
  • Morgan Stanley made up 0.75% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #34 holding.
  • Richards, Merrill & Peterson first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.