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Riverwater Partners’s Morgan Stanley MS Stock Holding History

Riverwater Partners’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 		– Sell
-2,188
Closed -$388K – 225
2025
Q4 		$388K Sell
2,188
-30
-1% -$5K 0.15% 145
2025
Q3 		$353K Sell
2,218
-172
-7% -$25.4K 0.15% 162
2025
Q2 		$337K Sell
2,390
-1,692
-41% -$208K 0.16% 154
2025
Q1 		$476K Buy
4,082
+169
+4% +$21.8K 0.24% 106
2024
Q4 		$492K Sell
3,913
-138
-3% -$17K 0.24% 103
2024
Q3 		$423K Sell
4,051
-63
-2% -$6.34K 0.21% 121
2024
Q2 		$400K Sell
4,114
-316
-7% -$30.1K 0.3% 108
2024
Q1 		$417K Sell
4,430
-371
-8% -$32.7K 0.31% 99
2023
Q4 		$448K Sell
4,801
-629
-12% -$50.3K 0.35% 81
2023
Q3 		$443K Buy
5,430
+561
+12% +$48.7K 0.4% 77
2023
Q2 		$416K Hold
4,869
– – 0.37% 82
2023
Q1 		$427K Sell
4,869
-3,038
-38% -$284K 0.39% 80
2022
Q4 		$672K Buy
7,907
+4,607
+140% +$393K 0.57% 51
2022
Q3 		$261K Sell
3,300
-100
-3% -$8.43K 0.26% 132
2022
Q2 		$259K Buy
+3,400
New +$278K 0.26% 138
2022
Q1 		– Sell
-3,400
Closed -$334K – 172
2021
Q4 		$334K Buy
+3,400
New +$339K 0.3% 127

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

Riverwater Partners's MS Position: Q1 2026 in Review

Riverwater Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 2,188 shares — an estimated $388K sold.

Riverwater Partners first reported a position in MS in Q4 2021 and held it in 16 quarters. The position peaked at $672K in Q4 2022. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Riverwater Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Riverwater Partners sold 2,188 Morgan Stanley shares in Q1 2026, an estimated $388K.
  • Riverwater Partners first reported a position in Morgan Stanley in Q4 2021 and held it in 16 quarters.
  • Riverwater Partners's Morgan Stanley position peaked at $672K in Q4 2022.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.