Morgan Stanley
LOKV

Morgan Stanley’s Live Oak Acquisition Corp V LOKV Stock Holding History

Morgan Stanley’s Portfolio LOKV Stock Details LOKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$738 Sell
71
-28
-28% -$289 ﹤0.01% 7517
2025
Q4 		$1.02K Buy
99
+15
+18% +$154 ﹤0.01% 7361
2025
Q3 		$857 Buy
84
+15
+22% +$154 ﹤0.01% 7405
2025
Q2 		$738 Buy
+69
New +$711 ﹤0.01% 7363

Other funds holding LOKV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
RA
RiverPark Advisors New York $219M AUM 14.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley's LOKV Position: Q1 2026 in Review

Morgan Stanley reduced its Live Oak Acquisition Corp V (LOKV) stake by 28% in Q1 2026, selling an estimated $289 and leaving 71 shares worth $738. The position accounts for ﹤0.01% of the portfolio, ranked #7517.

Morgan Stanley first reported a position in LOKV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.02K in Q4 2025. 47 funds tracked by Wall St. Rank hold LOKV as of Q1 2026.

  • Morgan Stanley held 71 shares of Live Oak Acquisition Corp V worth $738 as of Q1 2026.
  • Morgan Stanley sold 28 Live Oak Acquisition Corp V shares in Q1 2026, an estimated $289.
  • Live Oak Acquisition Corp V made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7517 holding.
  • Morgan Stanley first reported a position in Live Oak Acquisition Corp V in Q2 2025 and has held it in 4 quarters since.
  • Morgan Stanley's Live Oak Acquisition Corp V position peaked at $1.02K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Live Oak Acquisition Corp V as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.