Roberts Capital Advisors’s Morgan Stanley MS Stock Holding History

Roberts Capital Advisors’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
2025 Q4	–	Sell	-5,915	Closed	-$940K	–	40
2025 Q3	$940K	Sell	5,915 -5,916	-50%	-$874K	1.05%	27
2025 Q2	$1.67M	Buy	11,831 +1,770	+18%	+$217K	1.23%	19
2025 Q1	$1.17M	Hold	10,061	–	–	1.03%	24
2024 Q4	$1.26M	Hold	10,061	–	–	1.06%	19
2024 Q3	$1.05M	Hold	10,061	–	–	0.9%	26
2024 Q2	$947K	Hold	10,061	–	–	0.91%	31
2024 Q1	$947K	Buy	+10,061	New	+$886K	0.91%	31
2022 Q3	$852K	Hold	10,785	–	–	1.23%	17
2022 Q2	$820K	Hold	10,785	–	–	1.12%	18
2022 Q1	$943K	Hold	10,785	–	–	0.97%	23
2021 Q4	$1.06M	Buy	+10,785	New	+$1.07M	0.99%	25

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Roberts Capital Advisors's MS Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 5,915 shares — an estimated $940K sold.

Roberts Capital Advisors first reported a position in MS in Q4 2021 and held it in 11 quarters. The position peaked at $1.67M in Q2 2025. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Roberts Capital Advisors reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 5,915 Morgan Stanley shares in Q4 2025, an estimated $940K.
Roberts Capital Advisors first reported a position in Morgan Stanley in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's Morgan Stanley position peaked at $1.67M in Q2 2025.
2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.