Royal Fund Management
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
Q3 		$1.7M Buy
9,040
+7,724
+587% +$1.64M 0.14% 170
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% 287
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Royal Fund Management's MS Position: Q3 2026 in Review

Royal Fund Management increased its Morgan Stanley (MS) stake by 587% in Q3 2026, buying an estimated $1.64M and bringing the position to 9,040 shares worth $1.7M. The position accounts for 0.14% of the portfolio, ranked #170.

Royal Fund Management first reported a position in MS in Q3 2021 and has held it in 18 quarters since. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Royal Fund Management held 9,040 shares of Morgan Stanley worth $1.7M as of Q3 2026.
  • Royal Fund Management bought 7,724 Morgan Stanley shares in Q3 2026, an estimated $1.64M.
  • Morgan Stanley made up 0.14% of Royal Fund Management's portfolio in Q3 2026, its #170 holding.
  • Royal Fund Management first reported a position in Morgan Stanley in Q3 2021 and has held it in 18 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.