WD Rutherford’s Morgan Stanley MS Stock Holding History

WD Rutherford’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 Q2	$539K	Buy	2,579 +546	+27%	+$108K	0.2%	64
2026 Q1	$335K	Buy	2,033 +51	+3%	+$8.83K	0.15%	69
2025 Q4	$352K	Buy	1,982 +597	+43%	+$99.6K	0.15%	69
2025 Q3	$220K	Hold	1,385	–	–	0.09%	73
2025 Q2	$195K	Buy	+1,385	New	+$170K	0.09%	73
2024 Q3	–	Sell	-715	Closed	-$69.5K	–	91
2024 Q2	$69.5K	Sell	715 -420	-37%	-$40K	0.03%	87
2024 Q1	$107K	Buy	+1,135	New	+$100K	0.06%	83
2023 Q1	–	Sell	-1,215	Closed	-$103K	–	108
2022 Q4	$103K	Hold	1,215	–	–	0.08%	80
2022 Q3	$96K	Buy	1,215 +65	+6%	+$5.48K	0.08%	84
2022 Q2	$87K	Sell	1,150 -475	-29%	-$38.9K	0.07%	78
2022 Q1	$142K	Buy	1,625 +650	+67%	+$62.7K	0.08%	85
2021 Q4	$96K	Hold	975	–	–	0.05%	96
2021 Q3	$95K	Hold	975	–	–	0.05%	96
2021 Q2	$89K	Hold	975	–	–	0.05%	94
2021 Q1	$76K	Buy	975 +420	+76%	+$32.2K	0.05%	96
2020 Q4	$38K	Buy	+555	New	+$31.8K	0.02%	98

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WD Rutherford's MS Position: Q2 2026 in Review

WD Rutherford increased its Morgan Stanley (MS) stake by 27% in Q2 2026, buying an estimated $108K and bringing the position to 2,579 shares worth $539K. The position accounts for 0.2% of the portfolio, ranked #64.

WD Rutherford first reported a position in MS in Q4 2020 and has held it in 16 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

WD Rutherford held 2,579 shares of Morgan Stanley worth $539K as of Q2 2026.
WD Rutherford bought 546 Morgan Stanley shares in Q2 2026, an estimated $108K.
Morgan Stanley made up 0.2% of WD Rutherford's portfolio in Q2 2026, its #64 holding.
WD Rutherford first reported a position in Morgan Stanley in Q4 2020 and has held it in 16 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.