Ogorek Anthony Joseph’s Morgan Stanley MS Stock Holding History

Ogorek Anthony Joseph’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	$143K	Sell	873 -13	-1%	-$2.25K	0.04%	90
2025 Q4	$157K	Sell	886 -59	-6%	-$9.84K	0.04%	80
2025 Q3	$150K	Buy	945 +9	+1%	+$1.33K	0.04%	86
2025 Q2	$131K	Buy	936 +175	+23%	+$21.5K	0.04%	84
2025 Q1	$88K	Buy	761 +214	+39%	+$27.6K	0.03%	104
2024 Q4	$68K	Sell	547 -90	-14%	-$11.1K	0.02%	96
2024 Q3	$66K	Buy	637 +111	+21%	+$11.2K	0.02%	95
2024 Q2	$51K	Buy	526 +3	+0.6%	+$286	0.02%	109
2024 Q1	$49K	Hold	523	–	–	0.02%	114
2023 Q4	$48K	Hold	523	–	–	0.02%	112
2023 Q3	$42K	Sell	523 -63	-11%	-$5.47K	0.02%	120
2023 Q2	$50K	Buy	586 +63	+12%	+$5.39K	0.02%	106
2023 Q1	$45K	Hold	523	–	–	0.02%	106
2022 Q4	$44K	Hold	523	–	–	0.02%	76
2022 Q3	$41K	Hold	523	–	–	0.02%	74
2022 Q2	$39K	Hold	523	–	–	0.02%	77
2022 Q1	$45K	Hold	523	–	–	0.02%	83
2021 Q4	$51K	Hold	523	–	–	0.02%	76
2021 Q3	$50K	Buy	523 +109	+26%	+$10.8K	0.02%	72
2021 Q2	$37K	Hold	414	–	–	0.02%	86
2021 Q1	$32K	Buy	414 +84	+25%	+$6.44K	0.02%	84
2020 Q4	$22K	Sell	330 -52	-14%	-$2.98K	0.01%	94
2020 Q3	$18K	Hold	382	–	–	0.01%	89
2020 Q2	$18K	Hold	382	–	–	0.01%	82
2020 Q1	$12K	Hold	382	–	–	0.01%	109
2019 Q4	$19K	Buy	+382	New	+$18.1K	0.01%	91

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

Ogorek Anthony Joseph's MS Position: Q1 2026 in Review

Ogorek Anthony Joseph reduced its Morgan Stanley (MS) stake by 1.5% in Q1 2026, selling an estimated $2.25K and leaving 873 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #90.

Ogorek Anthony Joseph first reported a position in MS in Q4 2019 and has held it in 26 quarters since. The position peaked at $157K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Ogorek Anthony Joseph held 873 shares of Morgan Stanley worth $143K as of Q1 2026.
Ogorek Anthony Joseph sold 13 Morgan Stanley shares in Q1 2026, an estimated $2.25K.
Morgan Stanley made up 0.04% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #90 holding.
Ogorek Anthony Joseph first reported a position in Morgan Stanley in Q4 2019 and has held it in 26 quarters since.
Ogorek Anthony Joseph's Morgan Stanley position peaked at $157K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.