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Richwood Investment Advisors’s Morgan Stanley MS Stock Holding History

Richwood Investment Advisors’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 		$920K Buy
4,403
+296
+7% +$58.6K 0.65% 36
2026
Q1 		$676K Buy
4,107
+400
+11% +$69.3K 0.52% 47
2025
Q4 		$667K Buy
3,707
+560
+18% +$93.4K 0.48% 50
2025
Q3 		$500K Buy
3,147
+126
+4% +$18.6K 0.39% 58
2025
Q2 		$425K Sell
3,021
-555
-16% -$68.2K 0.35% 65
2025
Q1 		$417K Sell
3,576
-177
-5% -$22.8K 0.35% 67
2024
Q4 		$472K Hold
3,753
– – 0.39% 63
2024
Q3 		$391K Sell
3,753
-300
-7% -$30.2K 0.32% 74
2024
Q2 		$394K Buy
4,053
+1,291
+47% +$123K 0.35% 71
2024
Q1 		$260K Sell
2,762
-401
-13% -$35.3K 0.23% 90
2023
Q4 		$295K Sell
3,163
-130
-4% -$10.4K 0.28% 84
2023
Q3 		$269K Sell
3,293
-56
-2% -$4.86K 0.27% 86
2023
Q2 		$286K Sell
3,349
-176
-5% -$15.1K 0.28% 87
2023
Q1 		$309K Sell
3,525
-65
-2% -$6.07K 0.31% 85
2022
Q4 		$305K Sell
3,590
-28
-0.8% -$2.39K 0.31% 86
2022
Q3 		$286K Sell
3,618
-345
-9% -$29.1K 0.31% 86
2022
Q2 		$301K Buy
3,963
+1,336
+51% +$109K 0.3% 86
2022
Q1 		$230K Buy
2,627
+325
+14% +$31.4K 0.21% 108
2021
Q4 		$226K Buy
+2,302
New +$229K 0.2% 100

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

Richwood Investment Advisors's MS Position: Q2 2026 in Review

Richwood Investment Advisors increased its Morgan Stanley (MS) stake by 7.2% in Q2 2026, buying an estimated $58.6K and bringing the position to 4,403 shares worth $920K. The position accounts for 0.65% of the portfolio, ranked #36.

Richwood Investment Advisors first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Richwood Investment Advisors held 4,403 shares of Morgan Stanley worth $920K as of Q2 2026.
  • Richwood Investment Advisors bought 296 Morgan Stanley shares in Q2 2026, an estimated $58.6K.
  • Morgan Stanley made up 0.65% of Richwood Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Richwood Investment Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.