Rosenblum Silverman Sutton’s Morgan Stanley MS Stock Holding History

Rosenblum Silverman Sutton’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	$924K	Sell	5,615 -40	-0.7%	-$6.92K	0.24%	52
2025 Q4	$1M	Sell	5,655 -109	-2%	-$18.2K	0.23%	50
2025 Q3	$916K	Hold	5,764	–	–	0.21%	51
2025 Q2	$812K	Sell	5,764 -325	-5%	-$39.9K	0.2%	51
2025 Q1	$710K	Buy	6,089 +72	+1%	+$9.28K	0.2%	51
2024 Q4	$756K	Sell	6,017 -50	-0.8%	-$6.16K	0.19%	55
2024 Q3	$632K	Hold	6,067	–	–	0.16%	55
2024 Q2	$590K	Buy	6,067 +325	+6%	+$30.9K	0.16%	56
2024 Q1	$541K	Hold	5,742	–	–	0.15%	58
2023 Q4	$535K	Sell	5,742 -30	-0.5%	-$2.4K	0.17%	57
2023 Q3	$471K	Hold	5,772	–	–	0.16%	58
2023 Q2	$493K	Sell	5,772 -233	-4%	-$19.9K	0.16%	57
2023 Q1	$527K	Hold	6,005	–	–	0.19%	51
2022 Q4	$511K	Sell	6,005 -29	-0.5%	-$2.47K	0.19%	52
2022 Q3	$477K	Sell	6,034 -925	-13%	-$78K	0.17%	58
2022 Q2	$529K	Buy	6,959 +30	+0.4%	+$2.46K	0.17%	57
2022 Q1	$606K	Hold	6,929	–	–	0.16%	53
2021 Q4	$680K	Sell	6,929 -1,131	-14%	-$113K	0.15%	52
2021 Q3	$784K	Hold	8,060	–	–	0.18%	50
2021 Q2	$739K	Sell	8,060 -40	-0.5%	-$3.43K	0.17%	50
2021 Q1	$629K	Hold	8,100	–	–	0.16%	49
2020 Q4	$555K	Sell	8,100 -800	-9%	-$45.9K	0.14%	48
2020 Q3	$430K	Hold	8,900	–	–	0.12%	52
2020 Q2	$430K	Hold	8,900	–	–	0.14%	52
2020 Q1	$303K	Sell	8,900 -3,166	-26%	-$149K	0.12%	62
2019 Q4	$617K	Sell	12,066 -476	-4%	-$22.5K	0.23%	50
2019 Q3	$535K	Sell	12,542 -218	-2%	-$9.32K	0.21%	49
2019 Q2	$559K	Sell	12,760 -2,960	-19%	-$132K	0.21%	48
2019 Q1	$663K	Sell	15,720 -15,968	-50%	-$672K	0.26%	50
2018 Q4	$8.48M	Buy	31,688 +8,872	+39%	+$387K	3.87%	6
2018 Q3	$1.06M	Buy	22,816 +109	+0.5%	+$5.32K	0.35%	53
2018 Q2	$1.08M	Sell	22,707 -1,865	-8%	-$97.5K	0.37%	52
2018 Q1	$1.33M	Buy	24,572 +315	+1%	+$17.4K	0.47%	48
2017 Q4	$1.27M	Hold	24,257	–	–	0.46%	53
2017 Q3	$1.17M	Hold	24,257	–	–	0.44%	50
2017 Q2	$1.08M	Buy	24,257 +1,550	+7%	+$66.8K	0.43%	51
2017 Q1	$973K	Sell	22,707 -950	-4%	-$42.2K	0.41%	52
2016 Q4	$1M	Buy	23,657 +300	+1%	+$11.3K	0.47%	48
2016 Q3	$749K	Sell	23,357 -225	-1%	-$6.71K	0.34%	54
2016 Q2	$613K	Buy	+23,582	New	+$617K	0.29%	54
2015 Q4	$1.89M	Sell	59,432 -4,000	-6%	-$133K	0.86%	42
2015 Q3	$2M	Sell	63,432 -4,640	-7%	-$169K	0.95%	39
2015 Q2	$2.64M	Buy	+68,072	New	+$2.59M	1.06%	38
2014 Q4	$2.53M	Sell	65,162 -200	-0.3%	-$7.12K	1.09%	38
2014 Q3	$2.26M	Buy	65,362 +8,700	+15%	+$290K	1.02%	38
2014 Q2	$1.83M	Buy	56,662 +5,050	+10%	+$156K	0.86%	44
2014 Q1	$1.61M	Buy	51,612 +2,900	+6%	+$89.6K	0.76%	49
2013 Q4	$1.53M	Buy	48,712 +18,735	+62%	+$557K	0.72%	45
2013 Q3	$808K	Buy	+29,977	New	+$804K	0.43%	55

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rosenblum Silverman Sutton's MS Position: Q1 2026 in Review

Rosenblum Silverman Sutton reduced its Morgan Stanley (MS) stake by 0.71% in Q1 2026, selling an estimated $6.92K and leaving 5,615 shares worth $924K. The position accounts for 0.24% of the portfolio, ranked #52.

Rosenblum Silverman Sutton first reported a position in MS in Q3 2013 and has held it in 49 quarters since. The position peaked at $8.48M in Q4 2018. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Rosenblum Silverman Sutton held 5,615 shares of Morgan Stanley worth $924K as of Q1 2026.
Rosenblum Silverman Sutton sold 40 Morgan Stanley shares in Q1 2026, an estimated $6.92K.
Morgan Stanley made up 0.24% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #52 holding.
Rosenblum Silverman Sutton first reported a position in Morgan Stanley in Q3 2013 and has held it in 49 quarters since.
Rosenblum Silverman Sutton's Morgan Stanley position peaked at $8.48M in Q4 2018.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.