OC
MS icon

Oarsman Capital’s Morgan Stanley MS Stock Holding History

Oarsman Capital’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 		$265K Buy
+1,267
New +$251K 0.03% 203
2026
Q1 		– Sell
-1,141
Closed -$203K – 252
2025
Q4 		$203K Buy
+1,141
New +$190K 0.03% 232
2025
Q1 		– Sell
-1,000
Closed -$126K – 611
2024
Q4 		$126K Sell
1,000
-47
-4% -$5.79K 0.02% 297
2024
Q3 		$109K Buy
+1,047
New +$105K 0.02% 326

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oarsman Capital's MS Position: Q2 2026 in Review

Oarsman Capital opened a new position in Morgan Stanley (MS) in Q2 2026: 1,267 shares worth $265K. The stake represents 0.03% of the portfolio and ranks #203 among its holdings. This is a return to the name: Oarsman Capital previously reported a position in MS as recently as Q4 2025.

Oarsman Capital first reported a position in MS in Q3 2024 and has held it in 4 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Oarsman Capital held 1,267 shares of Morgan Stanley worth $265K as of Q2 2026.
  • Morgan Stanley was a new Oarsman Capital position in Q2 2026.
  • Morgan Stanley made up 0.03% of Oarsman Capital's portfolio in Q2 2026, its #203 holding.
  • Oarsman Capital first reported a position in Morgan Stanley in Q3 2024 and has held it in 4 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.