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
2025 Q4	–	Sell	-10	Closed	-$10.9K	–	315
2025 Q3	$10.9K	Sell	10 -990	-99%	-$146K	﹤0.01%	246
2025 Q2	$141K	Hold	1,000	–	–	0.01%	289
2025 Q1	$114K	Sell	1,000 -1,000	-50%	-$129K	0.01%	295
2024 Q4	$251K	Sell	2,000 -400	-17%	-$49.3K	0.02%	250
2024 Q3	$250K	Buy	+2,400	New	+$242K	0.01%	291
2024 Q2	–	Sell	-1,500	Closed	-$141K	–	327
2024 Q1	$141K	Sell	1,500 -100	-6%	-$8.81K	0.01%	306
2023 Q4	$149K	Buy	+1,600	New	+$128K	0.02%	279
2023 Q3	–	Sell	-2,000	Closed	-$171K	–	291
2023 Q2	$171K	Buy	+2,000	New	+$171K	0.02%	256
2023 Q1	–	Sell	-2,500	Closed	-$213K	–	283
2022 Q4	$213K	Buy	+2,500	New	+$213K	0.03%	237

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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.