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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
Q2 		$513K Buy
2,454
+188
+8% +$37.2K 0.04% 134
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RKL Wealth Management's MS Position: Q2 2026 in Review

RKL Wealth Management increased its Morgan Stanley (MS) stake by 8.3% in Q2 2026, buying an estimated $37.2K and bringing the position to 2,454 shares worth $513K. The position accounts for 0.04% of the portfolio, ranked #134.

RKL Wealth Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • RKL Wealth Management held 2,454 shares of Morgan Stanley worth $513K as of Q2 2026.
  • RKL Wealth Management bought 188 Morgan Stanley shares in Q2 2026, an estimated $37.2K.
  • Morgan Stanley made up 0.04% of RKL Wealth Management's portfolio in Q2 2026, its #134 holding.
  • RKL Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.