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Roehl & Yi Investment Advisors’s Morgan Stanley MS Stock Holding History

Roehl & Yi Investment 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
Q2 		$527K Sell
2,522
-13
-0.5% -$2.57K 0.17% 111
2026
Q1 		$417K Sell
2,535
-48
-2% -$8.31K 0.16% 107
2025
Q4 		$459K Sell
2,583
-190
-7% -$31.7K 0.18% 103
2025
Q3 		$441K Buy
2,773
+5
+0.2% +$738 0.19% 102
2025
Q2 		$390K Sell
2,768
-719
-21% -$88.3K 0.2% 105
2025
Q1 		$407K Buy
3,487
+19
+0.5% +$2.45K 0.22% 97
2024
Q4 		$436K Buy
+3,468
New +$427K 0.24% 92

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

Roehl & Yi Investment Advisors's MS Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Morgan Stanley (MS) stake by 0.51% in Q2 2026, selling an estimated $2.57K and leaving 2,522 shares worth $527K. The position accounts for 0.17% of the portfolio, ranked #111.

Roehl & Yi Investment Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Roehl & Yi Investment Advisors held 2,522 shares of Morgan Stanley worth $527K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 13 Morgan Stanley shares in Q2 2026, an estimated $2.57K.
  • Morgan Stanley made up 0.17% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Roehl & Yi Investment Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.