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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
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oak Thistle LLC's MS Position: Q3 2025 in Review

Oak Thistle LLC sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 1,654 shares — an estimated $233K sold.

Oak Thistle LLC first reported a position in MS in Q1 2022 and held it in 4 quarters. The position peaked at $694K in Q1 2022. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Oak Thistle LLC reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 1,654 Morgan Stanley shares in Q3 2025, an estimated $233K.
  • Oak Thistle LLC first reported a position in Morgan Stanley in Q1 2022 and held it in 4 quarters.
  • Oak Thistle LLC's Morgan Stanley position peaked at $694K in Q1 2022.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Oak Thistle LLC's 13F filing for Q3 2025, filed 7 Oct 2025.