Position in RGS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,863
-$1,238 QoQ
Shares Held
359
-1.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RGS Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $823,945,125 across 13 Personal Services names. RGS ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
5,466,561 | $291,969,016 | |
| 2 | SCI |
Service Corp International
|
3,464,763 | $285,877,586 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,072,567 | $88,089,918 | |
| 4 | FTDR |
Frontdoor, Inc.
|
1,608,767 | $85,039,417 | |
| 5 | HRB |
H&R Block Inc
|
1,988,035 | $63,100,226 | |
| 6 | CSV |
Carriage Services Inc
|
135,063 | $6,166,975 | |
| 7 | MED |
Medifast Inc
|
325,312 | $3,314,926 | |
| 8 | ANDG |
Andersen Group Inc.
|
13,787 | $375,004 |
All Filings in RGS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,863 | 359 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,101 | 364 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $17,344 | 595 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $18,664 | 837 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $24,012 | 1,323 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $31,380 | 1,323 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $45,198 | 1,643 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $53,176 | 2,312 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,804 | 774 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $7,928 | 839 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||