Birnam Oak Advisors’s Morgan Stanley MS Stock Holding History

Birnam Oak Advisors’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	$836K	Hold	4,000	–	–	0.14%	32
2026 Q1	$658K	Buy	+4,000	New	+$693K	0.15%	29

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

Birnam Oak Advisors's MS Position: Q2 2026 in Review

Birnam Oak Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 4,000 shares worth $836K. The position accounts for 0.14% of the portfolio, ranked #32.

Birnam Oak Advisors first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Birnam Oak Advisors held 4,000 shares of Morgan Stanley worth $836K as of Q2 2026.
Birnam Oak Advisors left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.14% of Birnam Oak Advisors's portfolio in Q2 2026, its #32 holding.
Birnam Oak Advisors first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.