One Capital Management
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
Q3 		$1.19M Sell
6,322
-817
-11% -$174K 0.03% 284
2026
Q2 		$1.17M Hold
7,139
– – 0.03% 283
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

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Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

One Capital Management's MS Position: Q3 2026 in Review

One Capital Management reduced its Morgan Stanley (MS) stake by 11% in Q3 2026, selling an estimated $174K and leaving 6,322 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #284.

One Capital Management first reported a position in MS in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2025. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • One Capital Management held 6,322 shares of Morgan Stanley worth $1.19M as of Q3 2026.
  • One Capital Management sold 817 Morgan Stanley shares in Q3 2026, an estimated $174K.
  • Morgan Stanley made up 0.03% of One Capital Management's portfolio in Q3 2026, its #284 holding.
  • One Capital Management first reported a position in Morgan Stanley in Q2 2024 and has held it in 10 quarters since.
  • One Capital Management's Morgan Stanley position peaked at $1.22M in Q4 2025.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on One Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.