RWM
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RKL Wealth Management’s Morgan Stanley MS Stock Holding History

RKL Wealth Management’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 		$373K Buy
2,266
+117
+5% +$20.3K 0.03% 146
2025
Q4 		$382K Buy
2,149
+206
+11% +$34.4K 0.03% 144
2025
Q3 		$309K Buy
1,943
+3
+0.2% +$443 0.03% 156
2025
Q2 		$273K Buy
1,940
+171
+10% +$21K 0.02% 159
2025
Q1 		$206K Buy
1,769
+2
+0.1% +$258 0.02% 166
2024
Q4 		$222K Buy
+1,767
New +$218K 0.02% 164

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

RKL Wealth Management's MS Position: Q1 2026 in Review

RKL Wealth Management increased its Morgan Stanley (MS) stake by 5.4% in Q1 2026, buying an estimated $20.3K and bringing the position to 2,266 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #146.

RKL Wealth Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $382K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • RKL Wealth Management held 2,266 shares of Morgan Stanley worth $373K as of Q1 2026.
  • RKL Wealth Management bought 117 Morgan Stanley shares in Q1 2026, an estimated $20.3K.
  • Morgan Stanley made up 0.03% of RKL Wealth Management's portfolio in Q1 2026, its #146 holding.
  • RKL Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • RKL Wealth Management's Morgan Stanley position peaked at $382K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.