RWM
MS icon

Ritholtz Wealth Management’s Morgan Stanley MS Stock Holding History

Ritholtz Wealth Management’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 		$6.62M Buy
40,200
+1,848
+5% +$320K 0.11% 111
2025
Q4 		$6.81M Buy
38,352
+2,569
+7% +$429K 0.12% 94
2025
Q3 		$5.69M Buy
35,783
+2,613
+8% +$386K 0.11% 113
2025
Q2 		$4.67M Buy
33,170
+3,419
+11% +$420K 0.1% 120
2025
Q1 		$3.47M Buy
29,751
+498
+2% +$64.2K 0.1% 138
2024
Q4 		$3.68M Buy
29,253
+991
+4% +$122K 0.11% 115
2024
Q3 		$2.95M Sell
28,262
-384
-1% -$38.7K 0.09% 158
2024
Q2 		$2.78M Sell
28,646
-4,440
-13% -$423K 0.09% 150
2024
Q1 		$3.12M Buy
33,086
+1,088
+3% +$95.8K 0.11% 128
2023
Q4 		$2.98M Sell
31,998
-193
-0.6% -$15.4K 0.12% 111
2023
Q3 		$2.63M Sell
32,191
-114
-0.4% -$9.9K 0.12% 108
2023
Q2 		$2.76M Buy
32,305
+3,387
+12% +$290K 0.12% 99
2023
Q1 		$2.54M Buy
28,918
+666
+2% +$62.2K 0.13% 99
2022
Q4 		$2.4M Sell
28,252
-7,237
-20% -$617K 0.13% 107
2022
Q3 		$2.8M Buy
35,489
+8,630
+32% +$727K 0.15% 90
2022
Q2 		$2.04M Buy
26,859
+955
+4% +$78.2K 0.13% 86
2022
Q1 		$2.26M Buy
25,904
+916
+4% +$88.4K 0.15% 77
2021
Q4 		$2.45M Sell
24,988
-2,217
-8% -$221K 0.15% 65
2021
Q3 		$2.65M Buy
27,205
+4,337
+19% +$430K 0.18% 58
2021
Q2 		$2.1M Buy
22,868
+1,079
+5% +$92.5K 0.15% 68
2021
Q1 		$1.69M Buy
21,789
+4,038
+23% +$309K 0.14% 72
2020
Q4 		$1.22M Buy
17,751
+3,154
+22% +$181K 0.12% 76
2020
Q3 		$706K Buy
14,597
+1,754
+14% +$88.4K 0.08% 104
2020
Q2 		$620K Buy
+12,843
New +$539K 0.08% 93
2018
Q1 		– Sell
-4,298
Closed -$226K – 122
2017
Q4 		$226K Buy
+4,298
New +$217K 0.07% 104

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

Ritholtz Wealth Management's MS Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Morgan Stanley (MS) stake by 4.8% in Q1 2026, buying an estimated $320K and bringing the position to 40,200 shares worth $6.62M. The position accounts for 0.11% of the portfolio, ranked #111.

Ritholtz Wealth Management first reported a position in MS in Q4 2017 and has held it in 25 quarters since. The position peaked at $6.81M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ritholtz Wealth Management held 40,200 shares of Morgan Stanley worth $6.62M as of Q1 2026.
  • Ritholtz Wealth Management bought 1,848 Morgan Stanley shares in Q1 2026, an estimated $320K.
  • Morgan Stanley made up 0.11% of Ritholtz Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Ritholtz Wealth Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 25 quarters since.
  • Ritholtz Wealth Management's Morgan Stanley position peaked at $6.81M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.