MOS
MS icon

MGO One Seven’s Morgan Stanley MS Stock Holding History

MGO One Seven’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
2018
Q1 		– Sell
-4
Closed -$3K – 1853
2017
Q4 		$3K Buy
+4
New +$202 ﹤0.01% 1444

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

MGO One Seven's MS Position: Q1 2026 in Review

MGO One Seven increased its Morgan Stanley (MS) stake by 1.1% in Q1 2026, buying an estimated $49K and bringing the position to 25,852 shares worth $4.25M. The position accounts for 0.09% of the portfolio, ranked #272.

MGO One Seven first reported a position in MS in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.54M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • MGO One Seven held 25,852 shares of Morgan Stanley worth $4.25M as of Q1 2026.
  • MGO One Seven bought 283 Morgan Stanley shares in Q1 2026, an estimated $49K.
  • Morgan Stanley made up 0.09% of MGO One Seven's portfolio in Q1 2026, its #272 holding.
  • MGO One Seven first reported a position in Morgan Stanley in Q4 2017 and has held it in 30 quarters since.
  • MGO One Seven's Morgan Stanley position peaked at $4.54M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.