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 Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MGO One Seven's MS Position: Q2 2026 in Review

MGO One Seven increased its Morgan Stanley (MS) stake by 2.9% in Q2 2026, buying an estimated $147K and bringing the position to 26,596 shares worth $5.56M. The position accounts for 0.09% of the portfolio, ranked #245.

MGO One Seven first reported a position in MS in Q4 2017 and has held it in 31 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

MGO One Seven held 26,596 shares of Morgan Stanley worth $5.56M as of Q2 2026.
MGO One Seven bought 744 Morgan Stanley shares in Q2 2026, an estimated $147K.
Morgan Stanley made up 0.09% of MGO One Seven's portfolio in Q2 2026, its #245 holding.
MGO One Seven first reported a position in Morgan Stanley in Q4 2017 and has held it in 31 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.