Morgan Stanley
OAKU

Morgan Stanley’s Oak Woods Acquisition Corp OAKU Stock Holding History

Morgan Stanley’s Portfolio OAKU Stock Details OAKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23
Closed -$278 – 8442
2025
Q4 		$278 Hold
23
– – ﹤0.01% 7595
2025
Q3 		$276 Buy
23
+5
+28% +$59 ﹤0.01% 7565
2025
Q2 		$211 Buy
18
+12
+200% +$140 ﹤0.01% 7564
2025
Q1 		$69 Buy
+6
New +$69 ﹤0.01% 7642

Other funds holding OAKU

MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.1B AUM 13.6% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
RC
RLH Capital Great Neck, New York $209M AUM

Morgan Stanley's OAKU Position: Q1 2026 in Review

Morgan Stanley sold out of Oak Woods Acquisition Corp (OAKU) in Q1 2026, closing a stake of 23 shares — an estimated $278 sold.

Morgan Stanley first reported a position in OAKU in Q1 2025 and held it in 4 quarters. The position peaked at $278 in Q4 2025. 7 funds tracked by Wall St. Rank hold OAKU as of Q1 2026.

  • Morgan Stanley reported no remaining Oak Woods Acquisition Corp position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 23 Oak Woods Acquisition Corp shares in Q1 2026, an estimated $278.
  • Morgan Stanley first reported a position in Oak Woods Acquisition Corp in Q1 2025 and held it in 4 quarters.
  • Morgan Stanley's Oak Woods Acquisition Corp position peaked at $278 in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Oak Woods Acquisition Corp as of Q1 2026.

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