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Oak Harvest Investment Services’s Morgan Stanley MS Stock Holding History

Oak Harvest Investment Services’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.2M Buy
144,642
+13,979
+11% +$2.77M 2.82% 6
2026
Q1 		$21.5M Buy
130,663
+3,535
+3% +$612K 2.24% 7
2025
Q4 		$22.6M Sell
127,128
-1,088
-0.8% -$181K 2.46% 7
2025
Q3 		$20.4M Sell
128,216
-2,794
-2% -$413K 2.38% 6
2025
Q2 		$18.5M Buy
131,010
+4,129
+3% +$507K 2.31% 6
2025
Q1 		$14.8M Buy
126,881
+19,051
+18% +$2.45M 2.07% 6
2024
Q4 		$13.6M Sell
107,830
-33,184
-24% -$4.09M 1.89% 8
2024
Q3 		$14.7M Buy
141,014
+6,473
+5% +$652K 2.11% 7
2024
Q2 		$13.1M Buy
134,541
+7,034
+6% +$670K 2.03% 8
2024
Q1 		$12M Buy
127,507
+45,933
+56% +$4.05M 1.96% 11
2023
Q4 		$7.61M Sell
81,574
-67,566
-45% -$5.41M 1.52% 24
2023
Q3 		$12.2M Buy
149,140
+48,552
+48% +$4.22M 2.58% 6
2023
Q2 		$8.59M Buy
100,588
+15,976
+19% +$1.37M 1.93% 13
2023
Q1 		$7.43M Buy
84,612
+3,714
+5% +$347K 1.71% 13
2022
Q4 		$6.88M Sell
80,898
-4,904
-6% -$418K 1.79% 15
2022
Q3 		$6.78M Buy
85,802
+3,408
+4% +$287K 1.81% 12
2022
Q2 		$6.27M Buy
82,394
+4,785
+6% +$392K 1.69% 21
2022
Q1 		$6.78M Buy
77,609
+5,854
+8% +$565K 1.68% 21
2021
Q4 		$7.04M Buy
71,755
+4,670
+7% +$465K 1.75% 16
2021
Q3 		$6.53M Buy
67,085
+8,131
+14% +$806K 1.9% 13
2021
Q2 		$5.41M Sell
58,954
-454
-0.8% -$38.9K 1.78% 15
2021
Q1 		$4.61M Buy
59,408
+6,239
+12% +$478K 1.77% 19
2020
Q4 		$3.64M Buy
+53,169
New +$3.05M 1.56% 30

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Harvest Investment Services's MS Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $2.77M and bringing the position to 144,642 shares worth $30.2M. The position accounts for 2.82% of the portfolio, ranked #6.

Oak Harvest Investment Services first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 877 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Oak Harvest Investment Services held 144,642 shares of Morgan Stanley worth $30.2M as of Q2 2026.
  • Oak Harvest Investment Services bought 13,979 Morgan Stanley shares in Q2 2026, an estimated $2.77M.
  • Morgan Stanley made up 2.82% of Oak Harvest Investment Services's portfolio in Q2 2026, its #6 holding.
  • Oak Harvest Investment Services first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 877 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.