ODDO BHF Asset Management’s Morgan Stanley MS Stock Holding History

ODDO BHF Asset Management’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	$982K	Hold	5,966	–	–	0.04%	187
2025 Q4	$1.06M	Hold	5,966	–	–	0.04%	190
2025 Q3	$948K	Sell	5,966 -7,000	-54%	-$1.03M	0.04%	284
2025 Q2	$1.83M	Sell	12,966 -1,500	-10%	-$184K	0.07%	225
2025 Q1	$1.69M	Buy	14,466 +7,466	+107%	+$962K	0.07%	246
2024 Q4	$880K	Hold	7,000	–	–	0.04%	236
2024 Q3	$730K	Buy	+7,000	New	+$705K	0.04%	250

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ODDO BHF Asset Management's MS Position: Q1 2026 in Review

ODDO BHF Asset Management held its Morgan Stanley (MS) position steady in Q1 2026 at 5,966 shares worth $982K. The position accounts for 0.04% of the portfolio, ranked #187.

ODDO BHF Asset Management first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q2 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

ODDO BHF Asset Management held 5,966 shares of Morgan Stanley worth $982K as of Q1 2026.
ODDO BHF Asset Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.04% of ODDO BHF Asset Management's portfolio in Q1 2026, its #187 holding.
ODDO BHF Asset Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
ODDO BHF Asset Management's Morgan Stanley position peaked at $1.83M in Q2 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on ODDO BHF Asset Management's 13F filing for Q1 2026, filed 18 May 2026.