Morgan Stanley’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$31.1M Buy
2,579,936
+63,243
+3% +$805K ﹤0.01% 2547
2025
Q4
$32.5M Sell
2,516,693
-77,453
-3% -$1.05M ﹤0.01% 2500
2025
Q3
$37.5M Buy
2,594,146
+25,445
+1% +$358K ﹤0.01% 2270
2025
Q2
$35.7M Buy
2,568,701
+56,750
+2% +$773K ﹤0.01% 2230
2025
Q1
$36.3M Sell
2,511,951
-24,900
-1% -$362K ﹤0.01% 2112
2024
Q4
$36.5M Buy
2,536,851
+274,564
+12% +$3.99M ﹤0.01% 2127
2024
Q3
$32.6M Buy
2,262,287
+133,026
+6% +$1.9M ﹤0.01% 2284
2024
Q2
$30.5M Buy
2,129,261
+162,627
+8% +$2.33M ﹤0.01% 2216
2024
Q1
$29.2M Sell
1,966,634
-1,766,286
-47% -$24.9M ﹤0.01% 2275
2023
Q4
$49.4M Buy
3,732,920
+1,994,777
+115% +$26.2M ﹤0.01% 2465
2023
Q3
$22.7M Buy
1,738,143
+139,403
+9% +$1.97M ﹤0.01% 2318
2023
Q2
$22.4M Buy
1,598,740
+63,936
+4% +$829K ﹤0.01% 2367
2023
Q1
$19.1M Buy
1,534,804
+66,582
+5% +$879K ﹤0.01% 2484
2022
Q4
$17.6M Buy
1,468,222
+119,392
+9% +$1.49M ﹤0.01% 2468
2022
Q3
$15.8M Buy
1,348,830
+20,089
+2% +$266K ﹤0.01% 2453
2022
Q2
$16.6M Buy
1,328,741
+168,577
+15% +$2.41M ﹤0.01% 2489
2022
Q1
$17.8M Buy
1,160,164
+10,168
+0.9% +$157K ﹤0.01% 2242
2021
Q4
$19M Sell
1,149,996
-67,468
-6% -$1.2M ﹤0.01% 2211
2021
Q3
$22.3M Buy
1,217,464
+134,123
+12% +$2.68M ﹤0.01% 1982
2021
Q2
$21.4M Sell
1,083,341
-896
-0.1% -$17.3K ﹤0.01% 2065
2021
Q1
$19.8M Sell
1,084,237
-160,275
-13% -$2.88M ﹤0.01% 1925
2020
Q4
$22.2M Buy
1,244,512
+256,795
+26% +$4.37M ﹤0.01% 1705
2020
Q3
$15.9M Buy
987,717
+46,447
+5% +$736K ﹤0.01% 1644
2020
Q2
$14.6M Buy
941,270
+144,871
+18% +$2.1M ﹤0.01% 1640
2020
Q1
$10.3M Sell
796,399
-117,881
-13% -$2.07M ﹤0.01% 1745
2019
Q4
$17.4M Sell
914,280
-64,340
-7% -$1.19M ﹤0.01% 1788
2019
Q3
$17.8M Sell
978,620
-78,524
-7% -$1.43M ﹤0.01% 1585
2019
Q2
$19.2M Buy
1,057,144
+95,429
+10% +$1.72M 0.01% 1530
2019
Q1
$16.8M Buy
961,715
+122,227
+15% +$2.04M ﹤0.01% 1577
2018
Q4
$12.9M Sell
839,488
-7,444
-0.9% -$120K ﹤0.01% 1856
2018
Q3
$15.1M Buy
846,932
+10,084
+1% +$180K ﹤0.01% 1953
2018
Q2
$14.6M Buy
836,848
+137,284
+20% +$2.44M ﹤0.01% 1954
2018
Q1
$11.8M Buy
699,564
+105,294
+18% +$1.74M ﹤0.01% 2174
2017
Q4
$9.78M Sell
594,270
-17,406
-3% -$290K ﹤0.01% 2419
2017
Q3
$10.3M Buy
611,676
+57,998
+10% +$968K ﹤0.01% 2240
2017
Q2
$9.12M Buy
553,678
+51,168
+10% +$826K ﹤0.01% 2264
2017
Q1
$7.89M Sell
502,510
-11,104
-2% -$170K ﹤0.01% 2432
2016
Q4
$7.35M Buy
513,614
+14,189
+3% +$204K ﹤0.01% 2591
2016
Q3
$7.3M Sell
499,425
-125,947
-20% -$1.84M ﹤0.01% 2300
2016
Q2
$8.81M Buy
625,372
+8,623
+1% +$121K ﹤0.01% 2093
2016
Q1
$8.41M Sell
616,749
-228,620
-27% -$2.98M ﹤0.01% 2013
2015
Q4
$11.3M Buy
845,369
+404,367
+92% +$5.56M ﹤0.01% 1871
2015
Q3
$5.87M Sell
441,002
-6,332
-1% -$87.9K ﹤0.01% 2515
2015
Q2
$6.48M Buy
447,334
+29,492
+7% +$448K ﹤0.01% 2562
2015
Q1
$6.59M Sell
417,842
-1,672
-0.4% -$27.2K ﹤0.01% 2488
2014
Q4
$6.67M Sell
419,514
-13,315
-3% -$236K ﹤0.01% 2446
2014
Q3
$7.38M Buy
432,829
+74,053
+21% +$1.37M ﹤0.01% 2298
2014
Q2
$6.76M Sell
358,776
-12,749
-3% -$236K ﹤0.01% 2387
2014
Q1
$6.71M Sell
371,525
-43,838
-11% -$803K ﹤0.01% 2305
2013
Q4
$7.17M Sell
415,363
-28,192
-6% -$505K ﹤0.01% 2234
2013
Q3
$8.01M Sell
443,555
-67,924
-13% -$1.21M ﹤0.01% 1970
2013
Q2
$10M Buy
+511,479
New +$10.5M 0.01% 1707

Other funds holding PTY

Morgan Stanley's PTY Position: Q1 2026 in Review

Morgan Stanley increased its PIMCO Corporate & Income Opportunity Fund (PTY) stake by 2.5% in Q1 2026, buying an estimated $805K and bringing the position to 2,579,936 shares worth $31.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Morgan Stanley first reported a position in PTY in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.4M in Q4 2023. 222 funds tracked by Wall St. Rank hold PTY as of Q1 2026.

  • Morgan Stanley held 2,579,936 shares of PIMCO Corporate & Income Opportunity Fund worth $31.1M as of Q1 2026.
  • Morgan Stanley bought 63,243 PIMCO Corporate & Income Opportunity Fund shares in Q1 2026, an estimated $805K.
  • PIMCO Corporate & Income Opportunity Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2547 holding.
  • Morgan Stanley first reported a position in PIMCO Corporate & Income Opportunity Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's PIMCO Corporate & Income Opportunity Fund position peaked at $49.4M in Q4 2023.
  • 222 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q1 2026.

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