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 Q3	$2.08M	Sell	11,073 -227	-2%	-$48.2K	0.64%	36
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Richards, Merrill & Peterson's MS Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its Morgan Stanley (MS) stake by 2% in Q3 2026, selling an estimated $48.2K and leaving 11,073 shares worth $2.08M. The position accounts for 0.64% of the portfolio, ranked #36.

Richards, Merrill & Peterson first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q2 2026. 1,286 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Richards, Merrill & Peterson held 11,073 shares of Morgan Stanley worth $2.08M as of Q3 2026.
Richards, Merrill & Peterson sold 227 Morgan Stanley shares in Q3 2026, an estimated $48.2K.
Morgan Stanley made up 0.64% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #36 holding.
Richards, Merrill & Peterson first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's Morgan Stanley position peaked at $2.36M in Q2 2026.
1,286 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.