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Robert Torray’s Morgan Stanley MS Stock Holding History

Robert Torray’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 		$497K Sell
2,377
-28,455
-92% -$5.63M 0.07% 73
2026
Q1 		$5.07M Sell
30,832
-306
-1% -$53K 0.74% 37
2025
Q4 		$5.53M Sell
31,138
-8,594
-22% -$1.43M 0.79% 39
2025
Q3 		$6.32M Sell
39,732
-4,339
-10% -$641K 0.86% 42
2025
Q2 		$6.21M Sell
44,071
-1,242
-3% -$153K 0.9% 43
2025
Q1 		$5.29M Buy
45,313
+7,075
+19% +$912K 0.79% 48
2024
Q4 		$4.81M Sell
38,238
-10,249
-21% -$1.26M 0.69% 51
2024
Q3 		$5.05M Buy
48,487
+3,651
+8% +$368K 0.71% 49
2024
Q2 		$4.36M Buy
44,836
+213
+0.5% +$20.3K 0.65% 49
2024
Q1 		$4.2M Buy
+44,623
New +$3.93M 0.63% 50

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 $3.37T AUM 44.26% 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

Robert Torray's MS Position: Q2 2026 in Review

Robert Torray reduced its Morgan Stanley (MS) stake by 92% in Q2 2026, selling an estimated $5.63M and leaving 2,377 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #73.

Robert Torray first reported a position in MS in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.32M in Q3 2025. 2,722 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Robert Torray held 2,377 shares of Morgan Stanley worth $497K as of Q2 2026.
  • Robert Torray sold 28,455 Morgan Stanley shares in Q2 2026, an estimated $5.63M.
  • Morgan Stanley made up 0.07% of Robert Torray's portfolio in Q2 2026, its #73 holding.
  • Robert Torray first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • Robert Torray's Morgan Stanley position peaked at $6.32M in Q3 2025.
  • 2,722 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Torray Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.