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Rise Advisors’s Morgan Stanley MS Stock Holding History

Rise 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 		$364K Sell
1,742
-7
-0.4% -$1.39K 0.1% 67
2026
Q1 		$291K Buy
1,749
+61
+4% +$10.6K 0.1% 69
2025
Q4 		$300K Sell
1,688
-85
-5% -$14.2K 0.11% 73
2025
Q3 		$282K Buy
1,773
+31
+2% +$4.58K 0.1% 78
2025
Q2 		$245K Buy
1,742
+12
+0.7% +$1.47K 0.1% 82
2025
Q1 		$202K Sell
1,730
-14
-0.8% -$1.8K 0.09% 89
2024
Q4 		$219K Sell
1,744
-48
-3% -$5.91K 0.11% 82
2024
Q3 		$187K Buy
1,792
+17
+1% +$1.71K 0.09% 98
2024
Q2 		$173K Buy
1,775
+15
+0.9% +$1.43K 0.09% 103
2024
Q1 		$166K Buy
1,760
+693
+65% +$61K 0.09% 104
2023
Q4 		$99.5K Buy
1,067
+61
+6% +$4.88K 0.07% 105
2023
Q3 		$82.1K Buy
1,006
+10
+1% +$868 0.07% 100
2023
Q2 		$85.1K Sell
996
-17
-2% -$1.45K 0.07% 111
2023
Q1 		$88.9K Buy
1,013
+8
+0.8% +$747 0.07% 109
2022
Q4 		$85.5K Buy
1,005
+8
+0.8% +$682 0.07% 116
2022
Q3 		$79K Buy
997
+9
+0.9% +$759 0.07% 112
2022
Q2 		$75K Buy
988
+108
+12% +$8.85K 0.08% 112
2022
Q1 		$77K Buy
880
+84
+11% +$8.1K 0.07% 115
2021
Q4 		$78.1K Buy
+796
New +$79.3K 0.07% 113

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

Rise Advisors's MS Position: Q2 2026 in Review

Rise Advisors reduced its Morgan Stanley (MS) stake by 0.4% in Q2 2026, selling an estimated $1.39K and leaving 1,742 shares worth $364K. The position accounts for 0.1% of the portfolio, ranked #67.

Rise Advisors first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Rise Advisors held 1,742 shares of Morgan Stanley worth $364K as of Q2 2026.
  • Rise Advisors sold 7 Morgan Stanley shares in Q2 2026, an estimated $1.39K.
  • Morgan Stanley made up 0.1% of Rise Advisors's portfolio in Q2 2026, its #67 holding.
  • Rise Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.