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Richardson Financial Services’s Morgan Stanley MS Stock Holding History

Richardson Financial Services’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 		$147K Sell
894
-93
-9% -$16.1K 0.09% 182
2025
Q4 		$175K Buy
987
+76
+8% +$12.7K 0.06% 167
2025
Q3 		$145K Buy
911
+244
+37% +$36K 0.09% 172
2025
Q2 		$94.1K Buy
667
+103
+18% +$12.7K 0.06% 205
2025
Q1 		$65.8K Buy
564
+99
+21% +$12.8K 0.05% 216
2024
Q4 		$58.5K Buy
465
+62
+15% +$7.64K 0.04% 244
2024
Q3 		$39.2K Hold
403
– – 0.02% 282
2024
Q2 		$39.2K Buy
403
+71
+21% +$6.76K 0.03% 265
2024
Q1 		$31.3K Sell
332
-253
-43% -$22.3K 0.02% 293
2023
Q4 		$54.6K Buy
+585
New +$46.8K 0.05% 206

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

Richardson Financial Services's MS Position: Q1 2026 in Review

Richardson Financial Services reduced its Morgan Stanley (MS) stake by 9.4% in Q1 2026, selling an estimated $16.1K and leaving 894 shares worth $147K. The position accounts for 0.09% of the portfolio, ranked #182.

Richardson Financial Services first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $175K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Richardson Financial Services held 894 shares of Morgan Stanley worth $147K as of Q1 2026.
  • Richardson Financial Services sold 93 Morgan Stanley shares in Q1 2026, an estimated $16.1K.
  • Morgan Stanley made up 0.09% of Richardson Financial Services's portfolio in Q1 2026, its #182 holding.
  • Richardson Financial Services first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Morgan Stanley position peaked at $175K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.