Morgan Stanley
OPRT icon

Morgan Stanley’s Oportun Financial OPRT Stock Holding History

Morgan Stanley’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$509K Sell
89,140
-36,694
-29% -$197K ﹤0.01% 5546
2026
Q1 		$580K Sell
125,834
-221,394
-64% -$1.13M ﹤0.01% 5415
2025
Q4 		$1.84M Buy
347,228
+37,664
+12% +$199K ﹤0.01% 4870
2025
Q3 		$1.91M Buy
309,564
+83,786
+37% +$540K ﹤0.01% 4822
2025
Q2 		$1.62M Buy
225,778
+37,636
+20% +$226K ﹤0.01% 4839
2025
Q1 		$1.03M Buy
188,142
+123,229
+190% +$678K ﹤0.01% 4983
2024
Q4 		$252K Buy
64,913
+900
+1% +$2.9K ﹤0.01% 5703
2024
Q3 		$180K Sell
64,013
-199,194
-76% -$578K ﹤0.01% 5787
2024
Q2 		$763K Sell
263,207
-92,164
-26% -$279K ﹤0.01% 5114
2024
Q1 		$864K Sell
355,371
-30,880
-8% -$112K ﹤0.01% 5046
2023
Q4 		$1.51M Buy
386,251
+68,720
+22% +$294K ﹤0.01% 4711
2023
Q3 		$2.29M Buy
317,531
+105,983
+50% +$699K ﹤0.01% 4302
2023
Q2 		$1.26M Sell
211,548
-16,211
-7% -$79.6K ﹤0.01% 4690
2023
Q1 		$879K Sell
227,759
-42,431
-16% -$239K ﹤0.01% 4933
2022
Q4 		$1.49M Sell
270,190
-662,511
-71% -$3.47M ﹤0.01% 4643
2022
Q3 		$4.08M Buy
932,701
+668,535
+253% +$4.75M ﹤0.01% 3860
2022
Q2 		$2.19M Buy
264,166
+120,612
+84% +$1.39M ﹤0.01% 4461
2022
Q1 		$2.06M Sell
143,554
-22,976
-14% -$383K ﹤0.01% 4504
2021
Q4 		$3.37M Buy
166,530
+62,770
+60% +$1.47M ﹤0.01% 4133
2021
Q3 		$2.6M Buy
103,760
+48,060
+86% +$1.11M ﹤0.01% 4358
2021
Q2 		$1.12M Buy
55,700
+43,289
+349% +$887K ﹤0.01% 5015
2021
Q1 		$257K Sell
12,411
-2,225
-15% -$40.7K ﹤0.01% 5508
2020
Q4 		$283K Buy
14,636
+12,910
+748% +$211K ﹤0.01% 5408
2020
Q3 		$20K Sell
1,726
-45,750
-96% -$617K ﹤0.01% 6067
2020
Q2 		$638K Buy
47,476
+46,899
+8,128% +$436K ﹤0.01% 4476
2020
Q1 		$6K Sell
577
-9,345
-94% -$179K ﹤0.01% 6155
2019
Q4 		$237K Buy
+9,922
New +$183K ﹤0.01% 5345

Other funds holding OPRT

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Morgan Stanley's OPRT Position: Q2 2026 in Review

Morgan Stanley reduced its Oportun Financial (OPRT) stake by 29% in Q2 2026, selling an estimated $197K and leaving 89,140 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #5546.

Morgan Stanley first reported a position in OPRT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.08M in Q3 2022. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Morgan Stanley held 89,140 shares of Oportun Financial worth $509K as of Q2 2026.
  • Morgan Stanley sold 36,694 Oportun Financial shares in Q2 2026, an estimated $197K.
  • Oportun Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5546 holding.
  • Morgan Stanley first reported a position in Oportun Financial in Q4 2019 and has held it in 27 quarters since.
  • Morgan Stanley's Oportun Financial position peaked at $4.08M in Q3 2022.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.