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OmniStar Financial Group’s Morgan Stanley MS Stock Holding History

OmniStar Financial Group’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 		$3.25M Buy
15,523
+1,143
+8% +$226K 1.5% 17
2026
Q1 		$2.37M Buy
+14,380
New +$2.49M 1.23% 26
2025
Q2 		– Sell
-2,318
Closed -$272K – 120
2025
Q1 		$272K Sell
2,318
-12,795
-85% -$1.65M 0.21% 101
2024
Q4 		$1.9M Buy
15,113
+155
+1% +$19.1K 1.53% 11
2024
Q3 		$1.56M Buy
+14,958
New +$1.51M 1.17% 22
2020
Q4 		– Sell
-7,134
Closed -$345K – 132
2020
Q3 		$345K Buy
+7,134
New +$359K 0.26% 98

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

OmniStar Financial Group's MS Position: Q2 2026 in Review

OmniStar Financial Group increased its Morgan Stanley (MS) stake by 7.9% in Q2 2026, buying an estimated $226K and bringing the position to 15,523 shares worth $3.25M. The position accounts for 1.5% of the portfolio, ranked #17.

OmniStar Financial Group first reported a position in MS in Q3 2020 and has held it in 6 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • OmniStar Financial Group held 15,523 shares of Morgan Stanley worth $3.25M as of Q2 2026.
  • OmniStar Financial Group bought 1,143 Morgan Stanley shares in Q2 2026, an estimated $226K.
  • Morgan Stanley made up 1.5% of OmniStar Financial Group's portfolio in Q2 2026, its #17 holding.
  • OmniStar Financial Group first reported a position in Morgan Stanley in Q3 2020 and has held it in 6 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.