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River Street Advisors’s Morgan Stanley MS Stock Holding History

River Street 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 		$4.78M Buy
22,881
+180
+0.8% +$35.6K 1.41% 18
2026
Q1 		$3.74M Buy
22,701
+959
+4% +$166K 1.26% 20
2025
Q4 		$3.86M Buy
21,742
+418
+2% +$69.7K 1.45% 16
2025
Q3 		$3.39M Buy
21,324
+163
+0.8% +$24.1K 1.31% 17
2025
Q2 		$2.98M Buy
21,161
+776
+4% +$95.3K 1.28% 19
2025
Q1 		$2.38M Buy
20,385
+2,991
+17% +$385K 1.18% 21
2024
Q4 		$2.19M Buy
17,394
+343
+2% +$42.2K 1.12% 24
2024
Q3 		$1.78M Buy
17,051
+315
+2% +$31.7K 0.96% 28
2024
Q2 		$1.63M Buy
16,736
+313
+2% +$29.8K 1% 27
2024
Q1 		$1.55M Buy
16,423
+614
+4% +$54.1K 1.04% 29
2023
Q4 		$1.47M Buy
15,809
+414
+3% +$33.1K 1.18% 21
2023
Q3 		$1.26M Buy
15,395
+935
+6% +$81.2K 1.19% 22
2023
Q2 		$1.23M Sell
14,460
-166
-1% -$14.2K 1.18% 21
2023
Q1 		$1.28M Buy
14,626
+286
+2% +$26.7K 1.26% 21
2022
Q4 		$1.22M Buy
+14,340
New +$1.22M 1.31% 20

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

River Street Advisors's MS Position: Q2 2026 in Review

River Street Advisors increased its Morgan Stanley (MS) stake by 0.79% in Q2 2026, buying an estimated $35.6K and bringing the position to 22,881 shares worth $4.78M. The position accounts for 1.41% of the portfolio, ranked #18.

River Street Advisors first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • River Street Advisors held 22,881 shares of Morgan Stanley worth $4.78M as of Q2 2026.
  • River Street Advisors bought 180 Morgan Stanley shares in Q2 2026, an estimated $35.6K.
  • Morgan Stanley made up 1.41% of River Street Advisors's portfolio in Q2 2026, its #18 holding.
  • River Street Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.