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River Wealth Advisors’s Morgan Stanley MS Stock Holding History

River Wealth 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
Q1 		$468K Buy
2,845
+8
+0.3% +$1.39K 0.05% 154
2025
Q4 		$504K Hold
2,837
– – 0.06% 149
2025
Q3 		$451K Sell
2,837
-80
-3% -$11.8K 0.05% 161
2025
Q2 		$411K Buy
2,917
+472
+19% +$58K 0.05% 165
2025
Q1 		$285K Sell
2,445
-39
-2% -$5.03K 0.04% 179
2024
Q4 		$312K Sell
2,484
-106
-4% -$13.1K 0.04% 176
2024
Q3 		$270K Buy
2,590
+114
+5% +$11.5K 0.04% 188
2024
Q2 		$241K Buy
2,476
+88
+4% +$8.38K 0.03% 182
2024
Q1 		$225K Sell
2,388
-78
-3% -$6.87K 0.03% 190
2023
Q4 		$230K Buy
+2,466
New +$197K 0.04% 193
2022
Q3 		– Sell
-2,940
Closed -$224K – 205
2022
Q2 		$224K Sell
2,940
-187
-6% -$15.3K 0.04% 203
2022
Q1 		$241K Buy
+3,127
New +$302K 0.04% 207
2019
Q1 		– Sell
-865
Closed -$34K – 363
2018
Q4 		$34K Hold
865
– – 0.02% 283
2018
Q3 		$40K Buy
865
+350
+68% +$17.1K 0.01% 304
2018
Q2 		$24K Buy
+515
New +$26.9K 0.01% 338

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

River Wealth Advisors's MS Position: Q1 2026 in Review

River Wealth Advisors increased its Morgan Stanley (MS) stake by 0.28% in Q1 2026, buying an estimated $1.39K and bringing the position to 2,845 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #154.

River Wealth Advisors first reported a position in MS in Q2 2018 and has held it in 15 quarters since. The position peaked at $504K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • River Wealth Advisors held 2,845 shares of Morgan Stanley worth $468K as of Q1 2026.
  • River Wealth Advisors bought 8 Morgan Stanley shares in Q1 2026, an estimated $1.39K.
  • Morgan Stanley made up 0.05% of River Wealth Advisors's portfolio in Q1 2026, its #154 holding.
  • River Wealth Advisors first reported a position in Morgan Stanley in Q2 2018 and has held it in 15 quarters since.
  • River Wealth Advisors's Morgan Stanley position peaked at $504K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.