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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Oarsman Capital's MS Position: Q1 2026 in Review

Oarsman Capital sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,141 shares — an estimated $203K sold.

Oarsman Capital first reported a position in MS in Q3 2024 and held it in 3 quarters. The position peaked at $203K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Oarsman Capital reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Oarsman Capital sold 1,141 Morgan Stanley shares in Q1 2026, an estimated $203K.
  • Oarsman Capital first reported a position in Morgan Stanley in Q3 2024 and held it in 3 quarters.
  • Oarsman Capital's Morgan Stanley position peaked at $203K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.