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Koss-Olinger Consulting’s Morgan Stanley MS Stock Holding History

Koss-Olinger Consulting’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 		$418K Buy
1,999
+10
+0.5% +$1.98K 0.03% 103
2026
Q1 		$327K Sell
1,989
-7
-0.4% -$1.21K 0.03% 196
2025
Q4 		$354K Hold
1,996
– – 0.03% 198
2025
Q3 		$281K Hold
1,996
– – 0.02% 270
2025
Q2 		$281K Sell
1,996
-1
-0.1% -$123 0.02% 274
2025
Q1 		$233K Buy
+1,997
New +$257K 0.02% 280

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Koss-Olinger Consulting's MS Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Morgan Stanley (MS) stake by 0.5% in Q2 2026, buying an estimated $1.98K and bringing the position to 1,999 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #103.

Koss-Olinger Consulting first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Koss-Olinger Consulting held 1,999 shares of Morgan Stanley worth $418K as of Q2 2026.
  • Koss-Olinger Consulting bought 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
  • Morgan Stanley made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #103 holding.
  • Koss-Olinger Consulting first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.