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BOK Financial Private Wealth’s Morgan Stanley MS Stock Holding History

BOK Financial Private Wealth’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 		$2.6M Sell
15,791
-1,413
-8% -$245K 0.16% 47
2025
Q4 		$3.05M Sell
17,204
-48
-0.3% -$8.01K 0.19% 46
2025
Q3 		$2.74M Sell
17,252
-127
-0.7% -$18.8K 0.17% 45
2025
Q2 		$2.45M Sell
17,379
-1,128
-6% -$139K 0.16% 48
2025
Q1 		$2.16M Sell
18,507
-344
-2% -$44.3K 0.16% 54
2024
Q4 		$2.37M Sell
18,851
-2,070
-10% -$255K 0.17% 55
2024
Q3 		$2.18M Sell
20,921
-3,788
-15% -$381K 0.16% 62
2024
Q2 		$2.4M Sell
24,709
-278
-1% -$26.5K 0.17% 58
2024
Q1 		$2.35M Sell
24,987
-1,861
-7% -$164K 0.18% 61
2023
Q4 		$2.5M Sell
26,848
-1,230
-4% -$98.4K 0.2% 59
2023
Q3 		$2.29M Sell
28,078
-3,872
-12% -$336K 0.2% 63
2023
Q2 		$2.73M Sell
31,950
-3,775
-11% -$323K 0.22% 62
2023
Q1 		$3.15M Buy
35,725
+928
+3% +$86.6K 0.25% 59
2022
Q4 		$2.96M Sell
34,797
-315
-0.9% -$26.8K 0.25% 64
2022
Q3 		$2.77M Sell
35,112
-264
-0.7% -$22.3K 0.25% 59
2022
Q2 		$2.69M Sell
35,376
-16,124
-31% -$1.32M 0.24% 65
2022
Q1 		$4.5M Buy
51,500
+458
+0.9% +$44.2K 0.32% 48
2021
Q4 		$5.01M Sell
51,042
-326
-0.6% -$32.5K 0.35% 43
2021
Q3 		$5M Buy
51,368
+578
+1% +$57.3K 0.4% 44
2021
Q2 		$4.66M Buy
50,790
+1,957
+4% +$168K 0.38% 45
2021
Q1 		$3.79M Buy
48,833
+4,782
+11% +$366K 0.34% 47
2020
Q4 		$3.02M Sell
44,051
-663
-1% -$38K 0.29% 59
2020
Q3 		$2.16M Sell
44,714
-2,499
-5% -$126K 0.23% 74
2020
Q2 		$2.28M Buy
47,213
+2,595
+6% +$109K 0.24% 73
2020
Q1 		$1.52M Buy
+44,618
New +$2.1M 0.18% 90

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BOK Financial Private Wealth's MS Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Morgan Stanley (MS) stake by 8.2% in Q1 2026, selling an estimated $245K and leaving 15,791 shares worth $2.6M. The position accounts for 0.16% of the portfolio, ranked #47.

BOK Financial Private Wealth first reported a position in MS in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.01M in Q4 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • BOK Financial Private Wealth held 15,791 shares of Morgan Stanley worth $2.6M as of Q1 2026.
  • BOK Financial Private Wealth sold 1,413 Morgan Stanley shares in Q1 2026, an estimated $245K.
  • Morgan Stanley made up 0.16% of BOK Financial Private Wealth's portfolio in Q1 2026, its #47 holding.
  • BOK Financial Private Wealth first reported a position in Morgan Stanley in Q1 2020 and has held it in 25 quarters since.
  • BOK Financial Private Wealth's Morgan Stanley position peaked at $5.01M in Q4 2021.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.