River Street Advisors
MS icon

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
Q3 		$4.34M Buy
23,064
+183
+0.8% +$38.9K 1.34% 17
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

River Street Advisors's MS Position: Q3 2026 in Review

River Street Advisors increased its Morgan Stanley (MS) stake by 0.8% in Q3 2026, buying an estimated $38.9K and bringing the position to 23,064 shares worth $4.34M. The position accounts for 1.34% of the portfolio, ranked #17.

River Street Advisors first reported a position in MS in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.78M in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • River Street Advisors held 23,064 shares of Morgan Stanley worth $4.34M as of Q3 2026.
  • River Street Advisors bought 183 Morgan Stanley shares in Q3 2026, an estimated $38.9K.
  • Morgan Stanley made up 1.34% of River Street Advisors's portfolio in Q3 2026, its #17 holding.
  • River Street Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
  • River Street Advisors's Morgan Stanley position peaked at $4.78M in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on River Street Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.