RPO LLC’s Morgan Stanley MS Stock Holding History

RPO 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 Q1	–	Sell	-46,000	Closed	-$8.17M	–	49
2025 Q4	$8.17M	Sell	46,000 -3,000	-6%	-$500K	0.85%	16
2025 Q3	$7.79M	Buy	+49,000	New	+$7.24M	0.81%	17

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RPO LLC's MS Position: Q4 2024 in Review

RPO LLC sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 9,871 shares — an estimated $1.22M sold.

RPO LLC first reported a position in MS in Q4 2021 and held it in 6 quarters. The position peaked at $4.23M in Q2 2022. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

RPO LLC reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
RPO LLC sold 9,871 Morgan Stanley shares in Q4 2024, an estimated $1.22M.
RPO LLC first reported a position in Morgan Stanley in Q4 2021 and held it in 6 quarters.
RPO LLC's Morgan Stanley position peaked at $4.23M in Q2 2022.
2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on RPO LLC's 13F filing for Q4 2024, filed 12 Feb 2025.