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Okabena Investment Services’s Morgan Stanley MS Stock Holding History

Okabena Investment Services’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 		$218K Buy
+1,044
New +$207K 0.04% 141
2023
Q3 		– Sell
-257
Closed -$21.9K – 134
2023
Q2 		$21.9K Buy
+257
New +$22K 0.02% 88
2023
Q1 		– Sell
-386
Closed -$32.8K – 233
2022
Q4 		$32.8K Buy
+386
New +$32.9K 0.02% 106

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 $3.38T AUM 44.17% 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

Okabena Investment Services's MS Position: Q2 2026 in Review

Okabena Investment Services opened a new position in Morgan Stanley (MS) in Q2 2026: 1,044 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings. This is a return to the name: Okabena Investment Services previously reported a position in MS as recently as Q2 2023.

Okabena Investment Services first reported a position in MS in Q4 2022 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Okabena Investment Services held 1,044 shares of Morgan Stanley worth $218K as of Q2 2026.
  • Morgan Stanley was a new Okabena Investment Services position in Q2 2026.
  • Morgan Stanley made up 0.04% of Okabena Investment Services's portfolio in Q2 2026, its #141 holding.
  • Okabena Investment Services first reported a position in Morgan Stanley in Q4 2022 and has held it in 3 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.