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Rothschild Investment LLC’s Morgan Stanley MS Stock Holding History

Rothschild Investment LLC’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 		$3.08M Buy
14,730
+6,797
+86% +$1.35M 0.12% 176
2026
Q1 		$1.31M Buy
7,933
+35
+0.4% +$6.06K 0.07% 221
2025
Q4 		$1.4M Buy
7,898
+148
+2% +$24.7K 0.08% 198
2025
Q3 		$1.23M Buy
7,750
+699
+10% +$103K 0.07% 206
2025
Q2 		$993K Sell
7,051
-39
-0.6% -$4.79K 0.06% 224
2025
Q1 		$827K Sell
7,090
-880
-11% -$113K 0.06% 252
2024
Q4 		$1M Buy
7,970
+95
+1% +$11.7K 0.07% 233
2024
Q3 		$821K Sell
7,875
-9
-0.1% -$906 0.05% 263
2024
Q2 		$766K Buy
7,884
+788
+11% +$75K 0.05% 267
2024
Q1 		$668K Buy
7,096
+563
+9% +$49.6K 0.05% 284
2023
Q4 		$609K Buy
6,533
+25
+0.4% +$2K 0.05% 255
2023
Q3 		$532K Buy
6,508
+1,173
+22% +$102K 0.04% 287
2023
Q2 		$456K Buy
5,335
+454
+9% +$38.8K 0.04% 312
2023
Q1 		$429K Buy
4,881
+15
+0.3% +$1.4K 0.04% 318
2022
Q4 		$414K Buy
4,866
+15
+0.3% +$1.28K 0.04% 317
2022
Q3 		$383K Hold
4,851
– – 0.04% 316
2022
Q2 		$369K Hold
4,851
– – 0.03% 344
2022
Q1 		$424K Hold
4,851
– – 0.03% 348
2021
Q4 		$476K Buy
4,851
+49
+1% +$4.88K 0.04% 339
2021
Q3 		$467K Hold
4,802
– – 0.04% 324
2021
Q2 		$440K Buy
4,802
+393
+9% +$33.7K 0.04% 342
2021
Q1 		$342K Sell
4,409
-5,950
-57% -$456K 0.03% 370
2020
Q4 		$710K Sell
10,359
-2,333
-18% -$134K 0.07% 240
2020
Q3 		$614K Sell
12,692
-3,017
-19% -$152K 0.07% 230
2020
Q2 		$759K Sell
15,709
-2,600
-14% -$109K 0.09% 198
2020
Q1 		$623K Sell
18,309
-2,604
-12% -$123K 0.08% 218
2019
Q4 		$1.07M Sell
20,913
-450
-2% -$21.3K 0.11% 188
2019
Q3 		$912K Hold
21,363
– – 0.11% 176
2019
Q2 		$936K Sell
21,363
-3,900
-15% -$174K 0.11% 180
2019
Q1 		$1.07M Sell
25,263
-750
-3% -$31.6K 0.13% 164
2018
Q4 		$1.03M Sell
26,013
-441
-2% -$19.2K 0.14% 145
2018
Q3 		$1.23M Sell
26,454
-3,100
-10% -$151K 0.15% 149
2018
Q2 		$1.4M Sell
29,554
-300
-1% -$15.7K 0.18% 131
2018
Q1 		$1.61M Sell
29,854
-896
-3% -$49.6K 0.21% 121
2017
Q4 		$1.61M Sell
30,750
-996
-3% -$50.4K 0.18% 139
2017
Q3 		$1.53M Sell
31,746
-2,000
-6% -$92.8K 0.17% 147
2017
Q2 		$1.5M Sell
33,746
-200
-0.6% -$8.62K 0.17% 150
2017
Q1 		$1.45M Hold
33,946
– – 0.17% 159
2016
Q4 		$1.43M Sell
33,946
-450
-1% -$17K 0.17% 146
2016
Q3 		$1.1M Hold
34,396
– – 0.14% 171
2016
Q2 		$894K Sell
34,396
-6,780
-16% -$177K 0.11% 186
2016
Q1 		$1.03M Buy
41,176
+15,180
+58% +$387K 0.13% 173
2015
Q4 		$827K Buy
25,996
+709
+3% +$23.6K 0.11% 207
2015
Q3 		$797K Buy
25,287
+307
+1% +$11.2K 0.11% 207
2015
Q2 		$969K Sell
24,980
-500
-2% -$19K 0.11% 201
2015
Q1 		$909K Sell
25,480
-624
-2% -$22.4K 0.11% 200
2014
Q4 		$1.01M Sell
26,104
-920
-3% -$32.7K 0.12% 178
2014
Q3 		$934K Sell
27,024
-1,059
-4% -$35.3K 0.11% 199
2014
Q2 		$908K Sell
28,083
-1,503
-5% -$46.3K 0.12% 183
2014
Q1 		$922K Sell
29,586
-150
-0.5% -$4.63K 0.12% 170
2013
Q4 		$933K Hold
29,736
– – 0.13% 166
2013
Q3 		$801K Sell
29,736
-300
-1% -$8.05K 0.12% 175
2013
Q2 		$734K Buy
+30,036
New +$712K 0.12% 172

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

Rothschild Investment LLC's MS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Morgan Stanley (MS) stake by 86% in Q2 2026, buying an estimated $1.35M and bringing the position to 14,730 shares worth $3.08M. The position accounts for 0.12% of the portfolio, ranked #176.

Rothschild Investment LLC first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Rothschild Investment LLC held 14,730 shares of Morgan Stanley worth $3.08M as of Q2 2026.
  • Rothschild Investment LLC bought 6,797 Morgan Stanley shares in Q2 2026, an estimated $1.35M.
  • Morgan Stanley made up 0.12% of Rothschild Investment LLC's portfolio in Q2 2026, its #176 holding.
  • Rothschild Investment LLC first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.