OIAM
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OFI Invest Asset Management’s Morgan Stanley MS Stock Holding History

OFI Invest 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 		$199M Buy
1,087,716
+77,916
+8% +$15.4M 1.99% 10
2026
Q1 		$144M Buy
1,009,800
+510,592
+102% +$88.4M 1.91% 8
2025
Q4 		$75.6M Buy
499,208
+108,260
+28% +$18.1M 1.08% 18
2025
Q3 		$52.9M Sell
390,948
-30,649
-7% -$4.53M 1.11% 16
2025
Q2 		$50.6M Buy
421,597
+21,366
+5% +$2.62M 1.25% 19
2025
Q1 		$43.2M Sell
400,231
-130,137
-25% -$16.8M 1.14% 23
2024
Q4 		$64.4M Buy
+530,368
New +$65.3M 1.52% 11
2024
Q2 		$30.8M Buy
339,348
+337,347
+16,859% +$32.1M 0.82% 40
2024
Q1 		$174K Sell
2,001
-304,019
-99% -$26.8M ﹤0.01% 161
2023
Q4 		$25.8M Sell
306,020
-3,149
-1% -$252K 0.87% 42
2023
Q3 		$23.8M Sell
309,169
-383
-0.1% -$33.3K 0.86% 39
2023
Q2 		$26.4M Sell
309,552
-19,121,642
-98% -$1.64B 1.05% 41
2023
Q1 		$221M Buy
+19,431,194
New +$1.81B 1.14% 34

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

OFI Invest Asset Management's MS Position: Q2 2026 in Review

OFI Invest Asset Management increased its Morgan Stanley (MS) stake by 7.7% in Q2 2026, buying an estimated $15.4M and bringing the position to 1,087,716 shares worth $199M. The position accounts for 1.99% of the portfolio, ranked #10.

OFI Invest Asset Management first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $221M in Q1 2023. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • OFI Invest Asset Management held 1,087,716 shares of Morgan Stanley worth $199M as of Q2 2026.
  • OFI Invest Asset Management bought 77,916 Morgan Stanley shares in Q2 2026, an estimated $15.4M.
  • Morgan Stanley made up 1.99% of OFI Invest Asset Management's portfolio in Q2 2026, its #10 holding.
  • OFI Invest Asset Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
  • OFI Invest Asset Management's Morgan Stanley position peaked at $221M in Q1 2023.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.