Morgan Stanley
PDO

Morgan Stanley’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Morgan Stanley’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.4M Buy
5,177,726
+88,015
+2% +$1.15M ﹤0.01% 1921
2026
Q1 		$65.8M Sell
5,089,711
-307,754
-6% -$4.22M ﹤0.01% 1831
2025
Q4 		$74.7M Buy
5,397,465
+698,797
+15% +$9.72M ﹤0.01% 1712
2025
Q3 		$66.3M Buy
4,698,668
+10,996
+0.2% +$151K ﹤0.01% 1770
2025
Q2 		$63.2M Buy
4,687,672
+28,106
+0.6% +$375K ﹤0.01% 1703
2025
Q1 		$64.7M Sell
4,659,566
-283,378
-6% -$3.91M ﹤0.01% 1585
2024
Q4 		$67.2M Buy
4,942,944
+103,606
+2% +$1.42M ﹤0.01% 1572
2024
Q3 		$68.3M Sell
4,839,338
-481,610
-9% -$6.52M 0.01% 1549
2024
Q2 		$70.7M Sell
5,320,948
-241,865
-4% -$3.18M 0.01% 1426
2024
Q1 		$73.3M Buy
5,562,813
+18,970
+0.3% +$245K 0.01% 1417
2023
Q4 		$67.9M Sell
5,543,843
-665,434
-11% -$7.79M 0.01% 1430
2023
Q3 		$73.8M Buy
6,209,277
+266,740
+4% +$3.4M 0.01% 1265
2023
Q2 		$77.6M Sell
5,942,537
-547,236
-8% -$7.01M 0.01% 1249
2023
Q1 		$80.5M Buy
6,489,773
+517,534
+9% +$6.97M 0.01% 1192
2022
Q4 		$76.3M Buy
5,972,239
+295,214
+5% +$4.07M 0.01% 1203
2022
Q3 		$74.9M Sell
5,677,025
-619,703
-10% -$9.17M 0.01% 1057
2022
Q2 		$87.2M Buy
6,296,728
+129,047
+2% +$2M 0.01% 1008
2022
Q1 		$105M Buy
6,167,681
+283,960
+5% +$5.06M 0.01% 837
2021
Q4 		$115M Sell
5,883,721
-192,568
-3% -$3.95M 0.01% 809
2021
Q3 		$127M Buy
6,076,289
+1,081,377
+22% +$23.2M 0.02% 704
2021
Q2 		$116M Buy
4,994,912
+941,923
+23% +$19.7M 0.02% 776
2021
Q1 		$81.3M Buy
+4,052,989
New +$82.4M 0.01% 880

Other funds holding PDO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's PDO Position: Q2 2026 in Review

Morgan Stanley increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 1.7% in Q2 2026, buying an estimated $1.15M and bringing the position to 5,177,726 shares worth $68.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Morgan Stanley first reported a position in PDO in Q1 2021 and has held it in 22 quarters since. The position peaked at $127M in Q3 2021. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Morgan Stanley held 5,177,726 shares of PIMCO Dynamic Income Opportunities Fund worth $68.4M as of Q2 2026.
  • Morgan Stanley bought 88,015 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $1.15M.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1921 holding.
  • Morgan Stanley first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's PIMCO Dynamic Income Opportunities Fund position peaked at $127M in Q3 2021.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

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