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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
-73,000
Closed -$13M – 50
2025
Q4 		$13M Sell
73,000
-1,000
-1% -$167K 1.36% 15
2025
Q3 		$11.8M Buy
+74,000
New +$10.9M 1.23% 15
2025
Q1 		– Sell
-12,700
Closed -$1.6M – 75
2024
Q4 		$1.6M Sell
12,700
-87,300
-87% -$10.8M 1.47% 15
2024
Q3 		$10.4M Hold
100,000
– – 8.35% 6
2024
Q2 		$9.72M Buy
+100,000
New +$9.52M 7.87% 4
2023
Q1 		– Sell
-93,500
Closed -$7.95M – 157
2022
Q4 		$7.95M Hold
93,500
– – 2.72% 7
2022
Q3 		$7.39M Hold
93,500
– – 1.79% 12
2022
Q2 		$7.11M Buy
+93,500
New +$7.66M 1.78% 18
2022
Q1 		– Sell
-46,000
Closed -$4.51M – 166
2021
Q4 		$4.51M Buy
+46,000
New +$4.58M 1.4% 28

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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.