Oak Thistle LLC’s Morgan Stanley MS Stock Holding History

Oak Thistle LLC’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 Q3	$5.98M	Buy	+31,769	New	+$6.75M	0.55%	21
2025 Q3	–	Sell	-1,654	Closed	-$233K	–	581
2025 Q2	$233K	Buy	+1,654	New	+$203K	0.03%	427
2023 Q4	–	Sell	-4,522	Closed	-$369K	–	577
2023 Q3	$369K	Buy	+4,522	New	+$393K	0.11%	353
2023 Q2	–	Sell	-7,050	Closed	-$619K	–	482
2023 Q1	$619K	Buy	+7,050	New	+$658K	0.37%	87
2022 Q2	–	Sell	-7,939	Closed	-$694K	–	320
2022 Q1	$694K	Buy	+7,939	New	+$766K	0.37%	88

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Oak Thistle LLC's MS Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in Morgan Stanley (MS) in Q3 2026: 31,769 shares worth $5.98M. The stake represents 0.55% of the portfolio and ranks #21 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in MS as recently as Q2 2025.

Oak Thistle LLC first reported a position in MS in Q1 2022 and has held it in 5 quarters since. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Oak Thistle LLC held 31,769 shares of Morgan Stanley worth $5.98M as of Q3 2026.
Morgan Stanley was a new Oak Thistle LLC position in Q3 2026.
Morgan Stanley made up 0.55% of Oak Thistle LLC's portfolio in Q3 2026, its #21 holding.
Oak Thistle LLC first reported a position in Morgan Stanley in Q1 2022 and has held it in 5 quarters since.
774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.