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Rossmore Private Capital’s Morgan Stanley MS Stock Holding History

Rossmore Private Capital’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 		$379K Sell
2,300
-700
-23% -$121K 0.03% 230
2025
Q4 		$533K Buy
+3,000
New +$500K 0.05% 196

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

Rossmore Private Capital's MS Position: Q1 2026 in Review

Rossmore Private Capital increased its Morgan Stanley (MS) stake by 1.9% in Q1 2026, buying an estimated $85K and bringing the position to 26,615 shares worth $4.38M. The position accounts for 0.38% of the portfolio, ranked #55.

Rossmore Private Capital first reported a position in MS in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.64M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Rossmore Private Capital held 26,615 shares of Morgan Stanley worth $4.38M as of Q1 2026.
  • Rossmore Private Capital bought 491 Morgan Stanley shares in Q1 2026, an estimated $85K.
  • Morgan Stanley made up 0.38% of Rossmore Private Capital's portfolio in Q1 2026, its #55 holding.
  • Rossmore Private Capital first reported a position in Morgan Stanley in Q4 2017 and has held it in 25 quarters since.
  • Rossmore Private Capital's Morgan Stanley position peaked at $4.64M in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.