RWQ Financial Management Services’s Morgan Stanley MS Stock Holding History

RWQ Financial Management Services’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	$268K	Buy	+1,425	New	+$303K	0.15%	25

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

RWQ Financial Management Services's MS Position: Q3 2026 in Review

RWQ Financial Management Services opened a new position in Morgan Stanley (MS) in Q3 2026: 1,425 shares worth $268K. The stake represents 0.15% of the portfolio and ranks #25 among its holdings.

2,201 funds tracked by Wall St. Rank hold MS as of Q3 2026.

RWQ Financial Management Services held 1,425 shares of Morgan Stanley worth $268K as of Q3 2026.
Morgan Stanley was a new RWQ Financial Management Services position in Q3 2026.
Morgan Stanley made up 0.15% of RWQ Financial Management Services's portfolio in Q3 2026, its #25 holding.
2,201 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on RWQ Financial Management Services's 13F filing for Q3 2026, filed 19 Oct 2026.