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Five Oceans Advisors’s Morgan Stanley MS Stock Holding History

Five Oceans 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 		$617K Buy
2,952
+7
+0.2% +$1.39K 0.2% 66
2026
Q1 		$485K Sell
2,945
-1
-0% -$173 0.18% 69
2025
Q4 		$523K Buy
2,946
+12
+0.4% +$2K 0.18% 63
2025
Q3 		$466K Sell
2,934
-135
-4% -$19.9K 0.17% 68
2025
Q2 		$432K Buy
3,069
+20
+0.7% +$2.46K 0.18% 75
2025
Q1 		$356K Buy
3,049
+28
+0.9% +$3.61K 0.17% 80
2024
Q4 		$380K Buy
3,021
+24
+0.8% +$2.96K 0.17% 81
2024
Q3 		$312K Buy
2,997
+1
+0% +$101 0.15% 110
2024
Q2 		$291K Sell
2,996
-17
-0.6% -$1.62K 0.15% 114
2024
Q1 		$284K Sell
3,013
-9
-0.3% -$793 0.15% 127
2023
Q4 		$282K Buy
3,022
+3
+0.1% +$240 0.16% 115
2023
Q3 		$247K Hold
3,019
– – 0.16% 112
2023
Q2 		$258K Sell
3,019
-36
-1% -$3.08K 0.17% 114
2023
Q1 		$268K Buy
3,055
+38
+1% +$3.55K 0.17% 106
2022
Q4 		$257K Sell
3,017
-102
-3% -$8.69K 0.18% 112
2022
Q3 		$246K Buy
3,119
+142
+5% +$12K 0.19% 103
2022
Q2 		$226K Sell
2,977
-86
-3% -$7.04K 0.17% 109
2022
Q1 		$268K Buy
3,063
+62
+2% +$5.98K 0.24% 83
2021
Q4 		$295K Buy
3,001
+124
+4% +$12.4K 0.26% 79
2021
Q3 		$280K Buy
+2,877
New +$285K 0.32% 69

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Five Oceans Advisors's MS Position: Q2 2026 in Review

Five Oceans Advisors increased its Morgan Stanley (MS) stake by 0.24% in Q2 2026, buying an estimated $1.39K and bringing the position to 2,952 shares worth $617K. The position accounts for 0.2% of the portfolio, ranked #66.

Five Oceans Advisors first reported a position in MS in Q3 2021 and has held it in 20 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Five Oceans Advisors held 2,952 shares of Morgan Stanley worth $617K as of Q2 2026.
  • Five Oceans Advisors bought 7 Morgan Stanley shares in Q2 2026, an estimated $1.39K.
  • Morgan Stanley made up 0.2% of Five Oceans Advisors's portfolio in Q2 2026, its #66 holding.
  • Five Oceans Advisors first reported a position in Morgan Stanley in Q3 2021 and has held it in 20 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.