One River Asset Management’s Morgan Stanley MS Stock Holding History

One River Asset 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	$494K	Sell	3,000 -3,000	-50%	-$519K	0.18%	134
2025 Q4	$1.07M	Buy	+6,000	New	+$1M	0.1%	104
2025 Q1	–	Sell	-7,800	Closed	-$981K	–	182
2024 Q4	$981K	Sell	7,800 -4,900	-39%	-$603K	0.08%	93
2024 Q3	$1.32M	Sell	12,700 -2,100	-14%	-$211K	0.17%	71
2024 Q2	$1.44M	Buy	14,800 +2,600	+21%	+$248K	0.1%	88
2024 Q1	$1.15M	Sell	12,200 -53,900	-82%	-$4.75M	0.03%	161
2023 Q4	$6.16M	Buy	66,100 +4,400	+7%	+$352K	0.14%	114
2023 Q3	$5.04M	Buy	61,700 +56,500	+1,087%	+$4.91M	0.16%	116
2023 Q2	$444K	Sell	5,200 -18,200	-78%	-$1.56M	0.05%	174
2023 Q1	$2.05M	Sell	23,400 -16,200	-41%	-$1.51M	0.09%	150
2022 Q4	$3.37M	Buy	+39,600	New	+$3.38M	0.2%	107

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

One River Asset Management's MS Position: Q1 2026 in Review

One River Asset Management opened a new position in Morgan Stanley (MS) in Q1 2026: 766 shares worth $126K. The stake represents 0.05% of the portfolio and ranks #216 among its holdings. This is a return to the name: One River Asset Management previously reported a position in MS as recently as Q1 2024.

One River Asset Management first reported a position in MS in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.36M in Q3 2023. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

One River Asset Management held 766 shares of Morgan Stanley worth $126K as of Q1 2026.
Morgan Stanley was a new One River Asset Management position in Q1 2026.
Morgan Stanley made up 0.05% of One River Asset Management's portfolio in Q1 2026, its #216 holding.
One River Asset Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 5 quarters since.
One River Asset Management's Morgan Stanley position peaked at $2.36M in Q3 2023.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on One River Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.