Robinswood Financial’s Morgan Stanley MS Stock Holding History

Robinswood Financial’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	$254K	Buy	1,216 +6	+0.5%	+$1.19K	0.07%	68
2026 Q1	$199K	Buy	1,210 +7	+0.6%	+$1.21K	0.06%	76
2025 Q4	$214K	Hold	1,203	–	–	0.07%	72
2025 Q3	$191K	Hold	1,203	–	–	0.06%	73
2025 Q2	$169K	Hold	1,203	–	–	0.06%	83
2025 Q1	$140K	Buy	1,203 +203	+20%	+$26.2K	0.05%	82
2024 Q4	$126K	Hold	1,000	–	–	0.05%	83
2024 Q3	$104K	Hold	1,000	–	–	0.04%	92
2024 Q2	$97.2K	Hold	1,000	–	–	0.04%	94
2024 Q1	$93.5K	Hold	1,000	–	–	0.04%	73
2023 Q4	$93.3K	Hold	1,000	–	–	0.04%	70
2023 Q3	$81.7K	Hold	1,000	–	–	0.04%	70
2023 Q2	$85.4K	Buy	+1,000	New	+$85.5K	0.04%	67

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robinswood Financial's MS Position: Q2 2026 in Review

Robinswood Financial increased its Morgan Stanley (MS) stake by 0.5% in Q2 2026, buying an estimated $1.19K and bringing the position to 1,216 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #68.

Robinswood Financial first reported a position in MS in Q2 2023 and has held it in 13 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Robinswood Financial held 1,216 shares of Morgan Stanley worth $254K as of Q2 2026.
Robinswood Financial bought 6 Morgan Stanley shares in Q2 2026, an estimated $1.19K.
Morgan Stanley made up 0.07% of Robinswood Financial's portfolio in Q2 2026, its #68 holding.
Robinswood Financial first reported a position in Morgan Stanley in Q2 2023 and has held it in 13 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.