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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Root Financial Partners's MS Position: Q1 2026 in Review

Root Financial Partners reduced its Morgan Stanley (MS) stake by 11% in Q1 2026, selling an estimated $60.4K and leaving 2,708 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #187.

Root Financial Partners first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $543K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Root Financial Partners held 2,708 shares of Morgan Stanley worth $446K as of Q1 2026.
  • Root Financial Partners sold 349 Morgan Stanley shares in Q1 2026, an estimated $60.4K.
  • Morgan Stanley made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #187 holding.
  • Root Financial Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Morgan Stanley position peaked at $543K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.