RFP
MS icon

Root Financial Partners’s Morgan Stanley MS Stock Holding History

Root Financial Partners’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 		$679K Buy
3,250
+542
+20% +$107K 0.03% 158
2026
Q1 		$446K Sell
2,708
-349
-11% -$60.4K 0.02% 187
2025
Q4 		$543K Buy
3,057
+283
+10% +$47.2K 0.03% 149
2025
Q3 		$441K Buy
2,774
+142
+5% +$21K 0.03% 163
2025
Q2 		$371K Buy
+2,632
New +$323K 0.04% 159

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

Root Financial Partners's MS Position: Q2 2026 in Review

Root Financial Partners increased its Morgan Stanley (MS) stake by 20% in Q2 2026, buying an estimated $107K and bringing the position to 3,250 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #158.

Root Financial Partners first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Root Financial Partners held 3,250 shares of Morgan Stanley worth $679K as of Q2 2026.
  • Root Financial Partners bought 542 Morgan Stanley shares in Q2 2026, an estimated $107K.
  • Morgan Stanley made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #158 holding.
  • Root Financial Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.