Morgan Stanley
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Morgan Stanley’s Omega Flex OFLX Stock Holding History

Morgan Stanley’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.53M Sell
49,154
-11,159
-19% -$367K ﹤0.01% 4922
2025
Q4 		$1.78M Sell
60,313
-56,935
-49% -$1.63M ﹤0.01% 4892
2025
Q3 		$3.66M Sell
117,248
-2,682
-2% -$90.9K ﹤0.01% 4388
2025
Q2 		$3.88M Buy
119,930
+9,600
+9% +$308K ﹤0.01% 4262
2025
Q1 		$3.84M Buy
110,330
+32,803
+42% +$1.27M ﹤0.01% 4149
2024
Q4 		$3.25M Buy
77,527
+21,188
+38% +$1.03M ﹤0.01% 4336
2024
Q3 		$2.81M Buy
56,339
+7,211
+15% +$355K ﹤0.01% 4413
2024
Q2 		$2.52M Buy
49,128
+34,022
+225% +$2.17M ﹤0.01% 4403
2024
Q1 		$1.07M Sell
15,106
-32,428
-68% -$2.3M ﹤0.01% 4917
2023
Q4 		$3.35M Buy
47,534
+32,280
+212% +$2.41M ﹤0.01% 4639
2023
Q3 		$1.2M Sell
15,254
-2,635
-15% -$227K ﹤0.01% 4690
2023
Q2 		$1.86M Buy
17,889
+6,194
+53% +$664K ﹤0.01% 4474
2023
Q1 		$1.3M Sell
11,695
-2,426
-17% -$263K ﹤0.01% 4712
2022
Q4 		$1.32M Buy
14,121
+792
+6% +$75K ﹤0.01% 4711
2022
Q3 		$1.23M Buy
13,329
+229
+2% +$25K ﹤0.01% 4761
2022
Q2 		$1.41M Sell
13,100
-670
-5% -$76K ﹤0.01% 4780
2022
Q1 		$1.79M Sell
13,770
-1,404
-9% -$196K ﹤0.01% 4599
2021
Q4 		$1.93M Buy
15,174
+5,480
+57% +$728K ﹤0.01% 4620
2021
Q3 		$1.38M Sell
9,694
-352
-4% -$53.4K ﹤0.01% 4839
2021
Q2 		$1.48M Buy
10,046
+1,880
+23% +$284K ﹤0.01% 4852
2021
Q1 		$1.29M Sell
8,166
-14,464
-64% -$2.27M ﹤0.01% 4569
2020
Q4 		$3.3M Buy
22,630
+11,907
+111% +$1.88M ﹤0.01% 3712
2020
Q3 		$1.68M Sell
10,723
-4,121
-28% -$516K ﹤0.01% 3805
2020
Q2 		$1.57M Sell
14,844
-10,942
-42% -$1.04M ﹤0.01% 3809
2020
Q1 		$2.18M Buy
25,786
+3,391
+15% +$308K ﹤0.01% 3292
2019
Q4 		$2.4M Buy
22,395
+11,682
+109% +$1.14M ﹤0.01% 3892
2019
Q3 		$1.09M Buy
10,713
+3,493
+48% +$290K ﹤0.01% 4240
2019
Q2 		$555K Buy
7,220
+1,869
+35% +$157K ﹤0.01% 4554
2019
Q1 		$405K Sell
5,351
-7,415
-58% -$509K ﹤0.01% 4684
2018
Q4 		$690K Sell
12,766
-1,437
-10% -$85.2K ﹤0.01% 4577
2018
Q3 		$1.01M Buy
14,203
+6,301
+80% +$530K ﹤0.01% 4529
2018
Q2 		$625K Sell
7,902
-315
-4% -$21.9K ﹤0.01% 4944
2018
Q1 		$535K Sell
8,217
-3,913
-32% -$244K ﹤0.01% 4964
2017
Q4 		$866K Buy
12,130
+4,676
+63% +$310K ﹤0.01% 4640
2017
Q3 		$535K Buy
7,454
+2,916
+64% +$182K ﹤0.01% 4845
2017
Q2 		$292K Sell
4,538
-1,165
-20% -$67.3K ﹤0.01% 5125
2017
Q1 		$273K Sell
5,703
-4,592
-45% -$217K ﹤0.01% 5169
2016
Q4 		$574K Buy
10,295
+7,963
+341% +$348K ﹤0.01% 4848
2016
Q3 		$90K Buy
2,332
+532
+30% +$19.5K ﹤0.01% 5354
2016
Q2 		$68K Sell
1,800
-4,304
-71% -$152K ﹤0.01% 5416
2016
Q1 		$213K Buy
6,104
+4,048
+197% +$130K ﹤0.01% 4938
2015
Q4 		$68K Buy
2,056
+50
+2% +$1.92K ﹤0.01% 5598
2015
Q3 		$67K Sell
2,006
-11
-0.5% -$373 ﹤0.01% 5615
2015
Q2 		$76K Sell
2,017
-1,979
-50% -$62.1K ﹤0.01% 5720
2015
Q1 		$101K Buy
3,996
+1,994
+100% +$61.7K ﹤0.01% 5520
2014
Q4 		$76K Sell
2,002
-1,282
-39% -$35K ﹤0.01% 5661
2014
Q3 		$64K Buy
3,284
+293
+10% +$5.47K ﹤0.01% 5643
2014
Q2 		$58K Sell
2,991
-161
-5% -$3.24K ﹤0.01% 5720
2014
Q1 		$68K Sell
3,152
-2,526
-44% -$53.2K ﹤0.01% 5596
2013
Q4 		$117K Sell
5,678
-6,538
-54% -$132K ﹤0.01% 5285
2013
Q3 		$231K Sell
12,216
-15,737
-56% -$292K ﹤0.01% 4793
2013
Q2 		$416K Buy
+27,953
New +$388K ﹤0.01% 4388

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Morgan Stanley's OFLX Position: Q1 2026 in Review

Morgan Stanley reduced its Omega Flex (OFLX) stake by 19% in Q1 2026, selling an estimated $367K and leaving 49,154 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #4922.

Morgan Stanley first reported a position in OFLX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.88M in Q2 2025. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • Morgan Stanley held 49,154 shares of Omega Flex worth $1.53M as of Q1 2026.
  • Morgan Stanley sold 11,159 Omega Flex shares in Q1 2026, an estimated $367K.
  • Omega Flex made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4922 holding.
  • Morgan Stanley first reported a position in Omega Flex in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Omega Flex position peaked at $3.88M in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

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