Olympiad Research’s Morgan Stanley MS Stock Holding History

Olympiad Research’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 Q3	$298K	Buy	+1,584	New	+$337K	0.39%	91
2022 Q3	$1.46M	Buy	18,420 +1,062	+6%	+$89.5K	0.78%	37
2022 Q2	$1.32M	Buy	17,358 +723	+4%	+$59.2K	0.59%	55
2022 Q1	$1.45M	Buy	16,635 +484	+3%	+$46.7K	0.44%	68
2021 Q4	$1.58M	Buy	16,151 +6,142	+61%	+$612K	0.57%	56
2021 Q3	$974K	Buy	10,009 +2,082	+26%	+$206K	0.3%	106
2021 Q2	$727K	Sell	7,927 -1,685	-18%	-$144K	0.25%	111
2021 Q1	$746K	Sell	9,612 -428	-4%	-$32.8K	0.32%	84
2020 Q4	$688K	Buy	+10,040	New	+$576K	0.4%	49

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Olympiad Research's MS Position: Q3 2026 in Review

Olympiad Research opened a new position in Morgan Stanley (MS) in Q3 2026: 1,584 shares worth $298K. The stake represents 0.39% of the portfolio and ranks #91 among its holdings. This is a return to the name: Olympiad Research previously reported a position in MS as recently as Q3 2022.

Olympiad Research first reported a position in MS in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.58M in Q4 2021. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Olympiad Research held 1,584 shares of Morgan Stanley worth $298K as of Q3 2026.
Morgan Stanley was a new Olympiad Research position in Q3 2026.
Morgan Stanley made up 0.39% of Olympiad Research's portfolio in Q3 2026, its #91 holding.
Olympiad Research first reported a position in Morgan Stanley in Q4 2020 and has held it in 9 quarters since.
Olympiad Research's Morgan Stanley position peaked at $1.58M in Q4 2021.
1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Olympiad Research's 13F filing for Q3 2026, filed 4 Nov 2026.