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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
Q2 		$181K Sell
867
-27
-3% -$5.35K 0.1% 176
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Richardson Financial Services's MS Position: Q2 2026 in Review

Richardson Financial Services reduced its Morgan Stanley (MS) stake by 3% in Q2 2026, selling an estimated $5.35K and leaving 867 shares worth $181K. The position accounts for 0.1% of the portfolio, ranked #176.

Richardson Financial Services first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Richardson Financial Services held 867 shares of Morgan Stanley worth $181K as of Q2 2026.
  • Richardson Financial Services sold 27 Morgan Stanley shares in Q2 2026, an estimated $5.35K.
  • Morgan Stanley made up 0.1% of Richardson Financial Services's portfolio in Q2 2026, its #176 holding.
  • Richardson Financial Services first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.