RP
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Rowlandmiller & Partners’s Morgan Stanley MS Stock Holding History

Rowlandmiller & 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 		$128K Hold
611
– – 0.02% 180
2026
Q1 		$101K Hold
611
– – 0.02% 188
2025
Q4 		$108K Buy
+611
New +$102K 0.02% 193

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rowlandmiller & Partners's MS Position: Q2 2026 in Review

Rowlandmiller & Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 611 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #180.

Rowlandmiller & Partners first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 897 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Rowlandmiller & Partners held 611 shares of Morgan Stanley worth $128K as of Q2 2026.
  • Rowlandmiller & Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.02% of Rowlandmiller & Partners's portfolio in Q2 2026, its #180 holding.
  • Rowlandmiller & Partners first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 897 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.