Sage Rhino Capital’s Morgan Stanley MS Stock Holding History

Sage Rhino Capital’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	$1.36M	Buy	8,255 +43	+0.5%	+$7.44K	0.25%	78
2025 Q4	$1.46M	Sell	8,212 -436	-5%	-$72.7K	0.28%	72
2025 Q3	$1.37M	Buy	8,648 +551	+7%	+$81.4K	0.27%	72
2025 Q2	$1.14M	Buy	8,097 +3	+0%	+$368	0.24%	81
2025 Q1	$944K	Sell	8,094 -143	-2%	-$18.4K	0.22%	86
2024 Q4	$1.04M	Sell	8,237 -194	-2%	-$23.9K	0.23%	86
2024 Q3	$879K	Sell	8,431 -450	-5%	-$45.3K	0.19%	101
2024 Q2	$863K	Sell	8,881 -593	-6%	-$56.4K	0.21%	94
2024 Q1	$892K	Buy	9,474 +674	+8%	+$59.4K	0.21%	93
2023 Q4	$821K	Sell	8,800 -70	-0.8%	-$5.6K	0.21%	92
2023 Q3	$724K	Sell	8,870 -38	-0.4%	-$3.3K	0.2%	97
2023 Q2	$761K	Sell	8,908 -784	-8%	-$67K	0.21%	93
2023 Q1	$851K	Buy	9,692 +253	+3%	+$23.6K	0.25%	77
2022 Q4	$803K	Buy	9,439 +40	+0.4%	+$3.41K	0.26%	77
2022 Q3	$743K	Buy	9,399 +132	+1%	+$11.1K	0.3%	59
2022 Q2	$705K	Buy	9,267 +1,130	+14%	+$92.6K	0.27%	63
2022 Q1	$711K	Sell	8,137 -2,256	-22%	-$218K	0.22%	85
2021 Q4	$1.02M	Sell	10,393 -323	-3%	-$32.2K	0.29%	62
2021 Q3	$1.04M	Sell	10,716 -7,045	-40%	-$698K	0.32%	58
2021 Q2	$1.63M	Buy	17,761 +413	+2%	+$35.4K	0.48%	38
2021 Q1	$1.35M	Buy	+17,348	New	+$1.33M	0.44%	40

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

Sage Rhino Capital's MS Position: Q1 2026 in Review

Sage Rhino Capital increased its Morgan Stanley (MS) stake by 0.52% in Q1 2026, buying an estimated $7.44K and bringing the position to 8,255 shares worth $1.36M. The position accounts for 0.25% of the portfolio, ranked #78.

Sage Rhino Capital first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.63M in Q2 2021. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Sage Rhino Capital held 8,255 shares of Morgan Stanley worth $1.36M as of Q1 2026.
Sage Rhino Capital bought 43 Morgan Stanley shares in Q1 2026, an estimated $7.44K.
Morgan Stanley made up 0.25% of Sage Rhino Capital's portfolio in Q1 2026, its #78 holding.
Sage Rhino Capital first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
Sage Rhino Capital's Morgan Stanley position peaked at $1.63M in Q2 2021.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.