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Riversedge Advisors’s Morgan Stanley MS Stock Holding History

Riversedge 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 		$352K Buy
+1,682
New +$333K 0.05% 175
2022
Q1 		– Sell
-2,273
Closed -$223K – 68
2021
Q4 		$223K Buy
2,273
+70
+3% +$6.97K 0.07% 62
2021
Q3 		$214K Buy
+2,203
New +$218K 0.07% 62

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Riversedge Advisors's MS Position: Q2 2026 in Review

Riversedge Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,682 shares worth $352K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings. This is a return to the name: Riversedge Advisors previously reported a position in MS as recently as Q4 2021.

Riversedge Advisors first reported a position in MS in Q3 2021 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Riversedge Advisors held 1,682 shares of Morgan Stanley worth $352K as of Q2 2026.
  • Morgan Stanley was a new Riversedge Advisors position in Q2 2026.
  • Morgan Stanley made up 0.05% of Riversedge Advisors's portfolio in Q2 2026, its #175 holding.
  • Riversedge Advisors first reported a position in Morgan Stanley in Q3 2021 and has held it in 3 quarters since.
  • 764 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.