John Overdeck’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $716M | Sell |
3,423,546
-316,066
| -8% | -$62.6M | 0.52% | 25 |
|
|
2026
Q1 | $615M | Buy |
3,739,612
+2,622,799
| +235% | +$454M | 0.5% | 25 |
|
|
2025
Q4 | $198M | Sell |
1,116,813
-118,156
| -10% | -$19.7M | 0.28% | 81 |
|
|
2025
Q3 | $196M | Buy |
1,234,969
+741,651
| +150% | +$110M | 0.29% | 85 |
|
|
2025
Q2 | $69.5M | Buy |
493,318
+470,113
| +2,026% | +$57.7M | 0.12% | 212 |
|
|
2025
Q1 | $2.71M | Sell |
23,205
-95,742
| -80% | -$12.3M | 0.01% | 1543 |
|
|
2024
Q4 | $15M | Buy |
118,947
+96,347
| +426% | +$11.9M | 0.03% | 587 |
|
|
2024
Q3 | $2.36M | Buy |
22,600
+5,123
| +29% | +$516K | 0.01% | 1575 |
|
|
2024
Q2 | $1.7M | Sell |
17,477
-219,870
| -93% | -$20.9M | ﹤0.01% | 1655 |
|
|
2024
Q1 | $22.3M | Buy |
+237,347
| New | +$20.9M | 0.05% | 415 |
|
|
2022
Q4 | – | Sell |
-17,947
| Closed | -$1.42M | – | 2978 |
|
|
2022
Q3 | $1.42M | Buy |
+17,947
| New | +$1.51M | ﹤0.01% | 1314 |
|
|
2022
Q2 | – | Sell |
-169,747
| Closed | -$14.8M | – | 2788 |
|
|
2022
Q1 | $14.8M | Buy |
169,747
+45,841
| +37% | +$4.42M | 0.04% | 470 |
|
|
2021
Q4 | $12.2M | Sell |
123,906
-606,376
| -83% | -$60.4M | 0.03% | 692 |
|
|
2021
Q3 | $71.1M | Buy |
+730,282
| New | +$72.4M | 0.16% | 151 |
|
|
2021
Q2 | – | Sell |
-46,454
| Closed | -$3.98M | – | 4382 |
|
|
2021
Q1 | $3.61M | Buy |
+46,454
| New | +$3.56M | 0.01% | 1272 |
|
|
2020
Q4 | – | Sell |
-926,589
| Closed | -$53.2M | – | 3603 |
|
|
2020
Q3 | $44.8M | Buy |
926,589
+853,032
| +1,160% | +$43M | 0.16% | 139 |
|
|
2020
Q2 | $3.55M | Sell |
73,557
-64,370
| -47% | -$2.7M | 0.02% | 813 |
|
|
2020
Q1 | $4.69M | Buy |
137,927
+110,556
| +404% | +$5.21M | 0.04% | 534 |
|
|
2019
Q4 | $1.4M | Buy |
+27,371
| New | +$1.3M | ﹤0.01% | 1880 |
|
|
2019
Q2 | – | Sell |
-19,469
| Closed | -$868K | – | 3537 |
|
|
2019
Q1 | $822K | Sell |
19,469
-1,017,946
| -98% | -$42.8M | ﹤0.01% | 1948 |
|
|
2018
Q4 | $41.1M | Sell |
1,037,415
-1,112,555
| -52% | -$48.6M | 0.16% | 159 |
|
|
2018
Q3 | $100M | Buy |
2,149,970
+368,603
| +21% | +$18M | 0.27% | 95 |
|
|
2018
Q2 | $84.4M | Buy |
1,781,367
+1,740,833
| +4,295% | +$91M | 0.25% | 88 |
|
|
2018
Q1 | $2.19M | Sell |
40,534
-339,000
| -89% | -$18.8M | 0.01% | 1460 |
|
|
2017
Q4 | $19.9M | Buy |
+379,534
| New | +$19.2M | 0.06% | 371 |
|
|
2016
Q3 | – | Sell |
-36,120
| Closed | -$1.08M | – | 3279 |
|
|
2016
Q2 | $938K | Sell |
36,120
-23,346
| -39% | -$611K | ﹤0.01% | 1796 |
|
|
2016
Q1 | $1.49M | Sell |
59,466
-22,240
| -27% | -$568K | 0.01% | 1365 |
|
|
2015
Q4 | $2.6M | Buy |
+81,706
| New | +$2.71M | 0.01% | 959 |
|
|
2015
Q2 | – | Sell |
-9,260
| Closed | -$352K | – | 2983 |
|
|
2015
Q1 | $330K | Buy |
+9,260
| New | +$332K | ﹤0.01% | 2214 |
|
|
2014
Q1 | – | Sell |
-38,019
| Closed | -$1.19M | – | 2161 |
|
|
2013
Q4 | $1.19M | Buy |
+38,019
| New | +$1.13M | 0.01% | 1249 |
|
Other funds holding MS
John Overdeck's MS Position: Q2 2026 in Review
John Overdeck reduced its Morgan Stanley (MS) stake by 8.5% in Q2 2026, selling an estimated $62.6M and leaving 3,423,546 shares worth $716M. The position accounts for 0.52% of the portfolio, ranked #25.
John Overdeck first reported a position in MS in Q4 2013 and has held it in 30 quarters since. 2,722 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- John Overdeck held 3,423,546 shares of Morgan Stanley worth $716M as of Q2 2026.
- John Overdeck sold 316,066 Morgan Stanley shares in Q2 2026, an estimated $62.6M.
- Morgan Stanley made up 0.52% of John Overdeck's portfolio in Q2 2026, its #25 holding.
- John Overdeck first reported a position in Morgan Stanley in Q4 2013 and has held it in 30 quarters since.
- 2,722 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.