Rockingstone Advisors
MS icon

Rockingstone Advisors’s Morgan Stanley MS Stock Holding History

Rockingstone 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
2026
Q3 		$494K Hold
2,629
– – 0.2% 84
2026
Q2 		$550K Sell
2,629
-1
-0% -$198 0.22% 84
2026
Q1 		$433K Sell
2,630
-25
-0.9% -$4.33K 0.2% 88
2025
Q4 		$471K Sell
2,655
-25
-0.9% -$4.17K 0.21% 86
2025
Q3 		$426K Hold
2,680
– – 0.21% 85
2025
Q2 		$378K Buy
2,680
+345
+15% +$42.4K 0.2% 87
2025
Q1 		$272K Buy
2,335
+620
+36% +$79.9K 0.12% 93
2024
Q4 		$216K Buy
+1,715
New +$211K 0.1% 100

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Rockingstone Advisors's MS Position: Q3 2026 in Review

Rockingstone Advisors held its Morgan Stanley (MS) position steady in Q3 2026 at 2,629 shares worth $494K. The position accounts for 0.2% of the portfolio, ranked #84.

Rockingstone Advisors first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $550K in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Rockingstone Advisors held 2,629 shares of Morgan Stanley worth $494K as of Q3 2026.
  • Rockingstone Advisors left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.2% of Rockingstone Advisors's portfolio in Q3 2026, its #84 holding.
  • Rockingstone Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
  • Rockingstone Advisors's Morgan Stanley position peaked at $550K in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.