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Roble Belko & Company’s Morgan Stanley MS Stock Holding History

Roble Belko & Company’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 		– Sell
-1
Closed – – 473
2026
Q1 		$0 Hold
1
– – ﹤0.01% 486
2025
Q4 		$0 Hold
1
– – ﹤0.01% 497
2025
Q3 		$0 Hold
1
– – ﹤0.01% 469
2025
Q2 		$0 Buy
+1
New +$123 ﹤0.01% 455
2024
Q3 		– Sell
-1,405
Closed -$137K – 375
2024
Q2 		$137K Hold
1,405
– – 0.02% 118
2024
Q1 		$132K Hold
1,405
– – 0.02% 122
2023
Q4 		$131K Hold
1,405
– – 0.02% 111
2023
Q3 		$115K Sell
1,405
-48
-3% -$4.17K 0.02% 113
2023
Q2 		$124K Hold
1,453
– – 0.02% 107
2023
Q1 		$128K Hold
1,453
– – 0.03% 117
2022
Q4 		$124K Hold
1,453
– – 0.03% 118
2022
Q3 		$115K Buy
1,453
+1,405
+2,927% +$118K 0.03% 116
2022
Q2 		$4K Hold
48
– – ﹤0.01% 274
2022
Q1 		$4K Buy
+48
New +$4.63K ﹤0.01% 328

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

Roble Belko & Company's MS Position: Q2 2026 in Review

Roble Belko & Company sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1 share.

Roble Belko & Company first reported a position in MS in Q1 2022 and held it in 14 quarters. The position peaked at $137K in Q2 2024. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Roble Belko & Company reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Roble Belko & Company sold 1 Morgan Stanley share in Q2 2026.
  • Roble Belko & Company first reported a position in Morgan Stanley in Q1 2022 and held it in 14 quarters.
  • Roble Belko & Company's Morgan Stanley position peaked at $137K in Q2 2024.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.