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 Q2	$1.06M	Sell	5,094 -872	-15%	-$173K	0.05%	159
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%	230
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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ODDO BHF Asset Management's MS Position: Q2 2026 in Review

ODDO BHF Asset Management reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $173K and leaving 5,094 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #159.

ODDO BHF Asset Management first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q2 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

ODDO BHF Asset Management held 5,094 shares of Morgan Stanley worth $1.06M as of Q2 2026.
ODDO BHF Asset Management sold 872 Morgan Stanley shares in Q2 2026, an estimated $173K.
Morgan Stanley made up 0.05% of ODDO BHF Asset Management's portfolio in Q2 2026, its #159 holding.
ODDO BHF Asset Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
ODDO BHF Asset Management's Morgan Stanley position peaked at $1.83M in Q2 2025.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on ODDO BHF Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.