RWB
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RMR Wealth Builders’s Morgan Stanley MS Stock Holding History

RMR Wealth Builders’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 		$1.32M Sell
6,308
-230
-4% -$45.5K 0.08% 113
2026
Q1 		$1.08M Buy
6,538
+36
+0.6% +$6.23K 0.08% 111
2025
Q4 		$1.15M Buy
6,502
+128
+2% +$21.4K 0.09% 108
2025
Q3 		$1.01M Buy
6,374
+246
+4% +$36.3K 0.08% 107
2025
Q2 		$863K Buy
6,128
+2,285
+59% +$281K 0.08% 127
2025
Q1 		$448K Sell
3,843
-291
-7% -$37.5K 0.05% 158
2024
Q4 		$520K Buy
4,134
+24
+0.6% +$2.96K 0.05% 154
2024
Q3 		$428K Buy
4,110
+510
+14% +$51.4K 0.05% 170
2024
Q2 		$350K Buy
3,600
+21
+0.6% +$2K 0.04% 183
2024
Q1 		$337K Sell
3,579
-353
-9% -$31.1K 0.04% 200
2023
Q4 		$367K Buy
3,932
+175
+5% +$14K 0.05% 174
2023
Q3 		$307K Sell
3,757
-202
-5% -$17.5K 0.05% 183
2023
Q2 		$338K Sell
3,959
-13
-0.3% -$1.11K 0.06% 157
2023
Q1 		$349K Buy
3,972
+664
+20% +$62K 0.07% 147
2022
Q4 		$281K Sell
3,308
-2,904
-47% -$248K 0.06% 148
2022
Q3 		$491K Buy
6,212
+52
+0.8% +$4.38K 0.12% 91
2022
Q2 		$469K Sell
6,160
-2,595
-30% -$213K 0.12% 111
2022
Q1 		$765K Buy
8,755
+2,188
+33% +$211K 0.16% 84
2021
Q4 		$645K Buy
6,567
+3,744
+133% +$373K 0.19% 55
2021
Q3 		$275K Hold
2,823
– – 0.08% 147
2021
Q2 		$259K Hold
2,823
– – 0.08% 150
2021
Q1 		$219K Buy
2,823
+177
+7% +$13.6K 0.06% 178
2020
Q4 		$181K Buy
+2,646
New +$152K 0.09% 161
2020
Q3 		– Sell
-2,655
Closed -$128K – 376
2020
Q2 		$128K Buy
+2,655
New +$112K 0.11% 146
2019
Q4 		$135K Buy
+2,646
New +$125K 0.13% 149

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

RMR Wealth Builders's MS Position: Q2 2026 in Review

RMR Wealth Builders reduced its Morgan Stanley (MS) stake by 3.5% in Q2 2026, selling an estimated $45.5K and leaving 6,308 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #113.

RMR Wealth Builders first reported a position in MS in Q4 2019 and has held it in 25 quarters since. 918 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • RMR Wealth Builders held 6,308 shares of Morgan Stanley worth $1.32M as of Q2 2026.
  • RMR Wealth Builders sold 230 Morgan Stanley shares in Q2 2026, an estimated $45.5K.
  • Morgan Stanley made up 0.08% of RMR Wealth Builders's portfolio in Q2 2026, its #113 holding.
  • RMR Wealth Builders first reported a position in Morgan Stanley in Q4 2019 and has held it in 25 quarters since.
  • 918 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.