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Richardson Capital Management’s Morgan Stanley MS Stock Holding History

Richardson Capital Management’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 		$10.5K Sell
50
-9
-15% -$1.78K ﹤0.01% 187
2026
Q1 		$9.71K Buy
59
+50
+556% +$8.66K ﹤0.01% 208
2025
Q4 		$1.6K Buy
+9
New +$1.5K ﹤0.01% 214

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

Richardson Capital Management's MS Position: Q2 2026 in Review

Richardson Capital Management reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $1.78K and leaving 50 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Richardson Capital Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 872 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Richardson Capital Management held 50 shares of Morgan Stanley worth $10.5K as of Q2 2026.
  • Richardson Capital Management sold 9 Morgan Stanley shares in Q2 2026, an estimated $1.78K.
  • Morgan Stanley made up ﹤0.01% of Richardson Capital Management's portfolio in Q2 2026, its #187 holding.
  • Richardson Capital Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 872 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.