Morgan Stanley
OLB icon

Morgan Stanley’s OLB OLB Stock Holding History

Morgan Stanley’s Portfolio OLB Stock Details OLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$149 Hold
300
– – ﹤0.01% 7734
2025
Q4 		$186 Hold
300
– – ﹤0.01% 7636
2025
Q3 		$351 Hold
300
– – ﹤0.01% 7532
2025
Q2 		$561 Hold
300
– – ﹤0.01% 7428
2025
Q1 		$357 Hold
300
– – ﹤0.01% 7412
2024
Q4 		$621 Hold
300
– – ﹤0.01% 7321
2024
Q3 		$768 Hold
300
– – ﹤0.01% 7261
2024
Q2 		$900 Hold
300
– – ﹤0.01% 7167
2024
Q1 		$1.71K Sell
300
-300
-50% -$2.23K ﹤0.01% 7095
2023
Q4 		$6.36K Buy
600
+300
+100% +$2.17K ﹤0.01% 6947
2023
Q3 		$2.19K Hold
300
– – ﹤0.01% 7112
2023
Q2 		$2.73K Sell
300
-50
-14% -$425 ﹤0.01% 7128
2023
Q1 		$3.57K Hold
350
– – ﹤0.01% 7135
2022
Q4 		$2.94K Hold
350
– – ﹤0.01% 7276
2022
Q3 		$4K Buy
350
+50
+17% +$662 ﹤0.01% 7314
2022
Q2 		$3K Buy
300
+299
+29,900% +$3.72K ﹤0.01% 7519
2022
Q1 		$0 Buy
+1
New +$19 ﹤0.01% 8069
2021
Q4 		– Sell
-2
Closed – – 8067
2021
Q3 		$0 Buy
+2
New +$103 ﹤0.01% 7995

Other funds holding OLB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

Morgan Stanley's OLB Position: Q1 2026 in Review

Morgan Stanley held its OLB (OLB) position steady in Q1 2026 at 300 shares worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #7734.

Morgan Stanley first reported a position in OLB in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.36K in Q4 2023. 13 funds tracked by Wall St. Rank hold OLB as of Q1 2026.

  • Morgan Stanley held 300 shares of OLB worth $149 as of Q1 2026.
  • Morgan Stanley left its OLB share count unchanged in Q1 2026.
  • OLB made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7734 holding.
  • Morgan Stanley first reported a position in OLB in Q3 2021 and has held it in 18 quarters since.
  • Morgan Stanley's OLB position peaked at $6.36K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held OLB as of Q1 2026.

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