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Robertson Stephens Wealth Management’s Morgan Stanley MS Stock Holding History

Robertson Stephens 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 		$1M Sell
4,802
-18
-0.4% -$3.56K 0.02% 315
2026
Q1 		$793K Sell
4,820
-12
-0.2% -$2.08K 0.02% 334
2025
Q4 		$858K Buy
4,832
+243
+5% +$40.5K 0.02% 337
2025
Q3 		$729K Sell
4,589
-770
-14% -$114K 0.02% 290
2025
Q2 		$755K Buy
5,359
+16
+0.3% +$1.97K 0.02% 301
2025
Q1 		$623K Sell
5,343
-415
-7% -$53.5K 0.02% 331
2024
Q4 		$724K Buy
5,758
+124
+2% +$15.3K 0.03% 298
2024
Q3 		$587K Sell
5,634
-603
-10% -$60.7K 0.02% 377
2024
Q2 		$606K Sell
6,237
-714
-10% -$68K 0.03% 300
2024
Q1 		$655K Buy
6,951
+2,666
+62% +$235K 0.03% 294
2023
Q4 		$400K Sell
4,285
-51
-1% -$4.08K 0.02% 342
2023
Q3 		$354K Buy
4,336
+169
+4% +$14.7K 0.02% 358
2023
Q2 		$356K Sell
4,167
-720
-15% -$61.6K 0.03% 329
2023
Q1 		$429K Sell
4,887
-113
-2% -$10.5K 0.03% 309
2022
Q4 		$425K Sell
5,000
-49
-1% -$4.18K 0.04% 281
2022
Q3 		$398K Buy
5,049
+49
+1% +$4.13K 0.04% 242
2022
Q2 		$380K Buy
+5,000
New +$410K 0.04% 269
2021
Q4 		– Sell
-2,229
Closed -$216K – 390
2021
Q3 		$216K Buy
+2,229
New +$221K 0.02% 297

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

Robertson Stephens Wealth Management's MS Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Morgan Stanley (MS) stake by 0.37% in Q2 2026, selling an estimated $3.56K and leaving 4,802 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #315.

Robertson Stephens Wealth Management first reported a position in MS in Q3 2021 and has held it in 18 quarters since. 2,728 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,802 shares of Morgan Stanley worth $1M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 18 Morgan Stanley shares in Q2 2026, an estimated $3.56K.
  • Morgan Stanley made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Robertson Stephens Wealth Management first reported a position in Morgan Stanley in Q3 2021 and has held it in 18 quarters since.
  • 2,728 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.