RFM
MS icon

Royal Fund Management’s Morgan Stanley MS Stock Holding History

Royal Fund Management’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 		$275K Sell
1,316
-200
-13% -$39.6K 0.02% 257
2026
Q1 		$249K Sell
1,516
-262
-15% -$45.4K 0.02% 261
2025
Q4 		$316K Sell
1,778
-33
-2% -$5.5K 0.03% 239
2025
Q3 		$288K Sell
1,811
-961
-35% -$142K 0.03% 212
2025
Q2 		$390K Buy
2,772
+1,561
+129% +$192K 0.04% 242
2025
Q1 		$141K Sell
1,211
-103
-8% -$13.3K 0.02% 291
2024
Q4 		$165K Sell
1,314
-1,314
-50% -$162K 0.02% 260
2024
Q3 		$274K Buy
+2,628
New +$265K 0.02% 286
2024
Q2 		– Sell
-1,760
Closed -$166K – 328
2024
Q1 		$166K Sell
1,760
-206
-10% -$18.1K 0.02% 301
2023
Q4 		$183K Buy
+1,966
New +$157K 0.02% 273
2023
Q3 		– Sell
-2,044
Closed -$175K – 292
2023
Q2 		$175K Sell
2,044
-10,703
-84% -$915K 0.02% 254
2023
Q1 		$1.12M Buy
12,747
+5,104
+67% +$476K 0.16% 141
2022
Q4 		$650K Buy
7,643
+533
+7% +$45.4K 0.1% 161
2022
Q3 		$561K Buy
+7,110
New +$599K 0.1% 141
2022
Q2 		– Sell
-2,344
Closed -$204K – 215
2022
Q1 		$204K Sell
2,344
-600
-20% -$57.9K 0.03% 197
2021
Q4 		$288K Hold
2,944
– – 0.04% 164
2021
Q3 		$286K Buy
+2,944
New +$292K 0.04% 160

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

Royal Fund Management's MS Position: Q2 2026 in Review

Royal Fund Management reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $39.6K and leaving 1,316 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #257.

Royal Fund Management first reported a position in MS in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.12M in Q1 2023. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Royal Fund Management held 1,316 shares of Morgan Stanley worth $275K as of Q2 2026.
  • Royal Fund Management sold 200 Morgan Stanley shares in Q2 2026, an estimated $39.6K.
  • Morgan Stanley made up 0.02% of Royal Fund Management's portfolio in Q2 2026, its #257 holding.
  • Royal Fund Management first reported a position in Morgan Stanley in Q3 2021 and has held it in 17 quarters since.
  • Royal Fund Management's Morgan Stanley position peaked at $1.12M in Q1 2023.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.