OCM
MS icon

One Capital Management’s Morgan Stanley MS Stock Holding History

One Capital Management’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 		$1.17M Buy
7,139
+287
+4% +$49.7K 0.03% 282
2025
Q4 		$1.22M Buy
6,852
+1,481
+28% +$247K 0.04% 271
2025
Q3 		$854K Hold
5,371
– – 0.03% 300
2025
Q2 		$757K Buy
5,371
+1,427
+36% +$175K 0.03% 294
2025
Q1 		$460K Buy
3,944
+295
+8% +$38K 0.02% 305
2024
Q4 		$459K Hold
3,649
– – 0.02% 282
2024
Q3 		$380K Buy
3,649
+5
+0.1% +$504 0.01% 297
2024
Q2 		$354K Buy
+3,644
New +$347K 0.01% 316

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

One Capital Management's MS Position: Q1 2026 in Review

One Capital Management increased its Morgan Stanley (MS) stake by 4.2% in Q1 2026, buying an estimated $49.7K and bringing the position to 7,139 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #282.

One Capital Management first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • One Capital Management held 7,139 shares of Morgan Stanley worth $1.17M as of Q1 2026.
  • One Capital Management bought 287 Morgan Stanley shares in Q1 2026, an estimated $49.7K.
  • Morgan Stanley made up 0.03% of One Capital Management's portfolio in Q1 2026, its #282 holding.
  • One Capital Management first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • One Capital Management's Morgan Stanley position peaked at $1.22M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.