Rockefeller Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65M | Sell |
395,070
-34,599
| -8% | -$5.99M | 0.12% | 173 |
|
|
2025
Q4 | $76.3M | Buy |
429,669
+64,401
| +18% | +$10.7M | 0.14% | 142 |
|
|
2025
Q3 | $58.1M | Buy |
365,268
+33,336
| +10% | +$4.92M | 0.11% | 174 |
|
|
2025
Q2 | $48.4M | Sell |
331,932
-14,493
| -4% | -$1.78M | 0.11% | 189 |
|
|
2025
Q1 | $40.4M | Buy |
346,425
+100,100
| +41% | +$12.9M | 0.1% | 198 |
|
|
2024
Q4 | $30.9M | Sell |
246,325
-120,697
| -33% | -$14.9M | 0.08% | 238 |
|
|
2024
Q3 | $38.2M | Buy |
367,022
+127,066
| +53% | +$12.8M | 0.1% | 200 |
|
|
2024
Q2 | $23.3M | Sell |
239,956
-166,756
| -41% | -$15.9M | 0.07% | 278 |
|
|
2024
Q1 | $38.3M | Buy |
406,712
+132,252
| +48% | +$11.6M | 0.11% | 192 |
|
|
2023
Q4 | $25.6M | Buy |
274,460
+52,705
| +24% | +$4.22M | 0.09% | 239 |
|
|
2023
Q3 | $18.1M | Sell |
221,755
-23,554
| -10% | -$2.05M | 0.07% | 283 |
|
|
2023
Q2 | $20.9M | Buy |
245,309
+85,941
| +54% | +$7.35M | 0.08% | 251 |
|
|
2023
Q1 | $14M | Sell |
159,368
-8,524
| -5% | -$796K | 0.06% | 347 |
|
|
2022
Q4 | $14.3M | Buy |
167,892
+14,193
| +9% | +$1.21M | 0.07% | 291 |
|
|
2022
Q3 | $12.1M | Buy |
153,699
+7,478
| +5% | +$630K | 0.06% | 308 |
|
|
2022
Q2 | $11.1M | Buy |
146,221
+30,272
| +26% | +$2.48M | 0.06% | 320 |
|
|
2022
Q1 | $10.1M | Buy |
115,949
+35,906
| +45% | +$3.46M | 0.05% | 360 |
|
|
2021
Q4 | $7.86M | Buy |
80,043
+5,489
| +7% | +$547K | 0.04% | 398 |
|
|
2021
Q3 | $7.25M | Buy |
74,554
+36,996
| +99% | +$3.67M | 0.04% | 380 |
|
|
2021
Q2 | $3.44M | Sell |
37,558
-5,981
| -14% | -$513K | 0.02% | 558 |
|
|
2021
Q1 | $3.38M | Sell |
43,539
-822
| -2% | -$63K | 0.02% | 446 |
|
|
2020
Q4 | $3.04M | Buy |
44,361
+1,380
| +3% | +$79.2K | 0.02% | 419 |
|
|
2020
Q3 | $2.08M | Sell |
42,981
-144
| -0.3% | -$7.25K | 0.02% | 417 |
|
|
2020
Q2 | $2.08M | Buy |
43,125
+6,362
| +17% | +$267K | 0.02% | 388 |
|
|
2020
Q1 | $1.25M | Sell |
36,763
-5,177
| -12% | -$244K | 0.02% | 433 |
|
|
2019
Q4 | $2.14M | Buy |
41,940
+19,880
| +90% | +$941K | 0.03% | 336 |
|
|
2019
Q3 | $941K | Buy |
22,060
+14,727
| +201% | +$629K | 0.01% | 400 |
|
|
2019
Q2 | $321K | Sell |
7,333
-180
| -2% | -$8.03K | ﹤0.01% | 508 |
|
|
2019
Q1 | $317K | Buy |
7,513
+5,920
| +372% | +$249K | ﹤0.01% | 535 |
|
|
2018
Q4 | $63K | Hold |
1,593
| – | – | ﹤0.01% | 499 |
|
|
2018
Q3 | $74K | Hold |
1,593
| – | – | ﹤0.01% | 414 |
|
|
2018
Q2 | $76K | Buy |
1,593
+493
| +45% | +$25.8K | ﹤0.01% | 407 |
|
|
2018
Q1 | $59K | Buy |
+1,100
| New | +$60.9K | ﹤0.01% | 400 |
|
Other funds holding MS
VCM
VPM
Rockefeller Capital Management's MS Position: Q1 2026 in Review
Rockefeller Capital Management reduced its Morgan Stanley (MS) stake by 8.1% in Q1 2026, selling an estimated $5.99M and leaving 395,070 shares worth $65M. The position accounts for 0.12% of the portfolio, ranked #173.
Rockefeller Capital Management first reported a position in MS in Q1 2018 and has held it in 33 quarters since. The position peaked at $76.3M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Rockefeller Capital Management held 395,070 shares of Morgan Stanley worth $65M as of Q1 2026.
- Rockefeller Capital Management sold 34,599 Morgan Stanley shares in Q1 2026, an estimated $5.99M.
- Morgan Stanley made up 0.12% of Rockefeller Capital Management's portfolio in Q1 2026, its #173 holding.
- Rockefeller Capital Management first reported a position in Morgan Stanley in Q1 2018 and has held it in 33 quarters since.
- Rockefeller Capital Management's Morgan Stanley position peaked at $76.3M in Q4 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.