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Richmond Brothers’s Morgan Stanley MS Stock Holding History

Richmond Brothers’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 		$701K Buy
+3,352
New +$664K 0.36% 74

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

Richmond Brothers's MS Position: Q2 2026 in Review

Richmond Brothers opened a new position in Morgan Stanley (MS) in Q2 2026: 3,352 shares worth $701K. The stake represents 0.36% of the portfolio and ranks #74 among its holdings.

2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Richmond Brothers held 3,352 shares of Morgan Stanley worth $701K as of Q2 2026.
  • Morgan Stanley was a new Richmond Brothers position in Q2 2026.
  • Morgan Stanley made up 0.36% of Richmond Brothers's portfolio in Q2 2026, its #74 holding.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.