OAJ
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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
Q2 		$183K Buy
875
+2
+0.2% +$396 0.05% 84
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ogorek Anthony Joseph's MS Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Morgan Stanley (MS) stake by 0.23% in Q2 2026, buying an estimated $396 and bringing the position to 875 shares worth $183K. The position accounts for 0.05% of the portfolio, ranked #84.

Ogorek Anthony Joseph first reported a position in MS in Q4 2019 and has held it in 27 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ogorek Anthony Joseph held 875 shares of Morgan Stanley worth $183K as of Q2 2026.
  • Ogorek Anthony Joseph bought 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.05% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #84 holding.
  • Ogorek Anthony Joseph first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.