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 Q2	$502K	Sell	2,400 -600	-20%	-$119K	0.16%	134
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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

One River Asset Management's MS Position: Q2 2026 in Review

One River Asset Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 766 shares — an estimated $152K sold.

One River Asset Management first reported a position in MS in Q4 2022 and held it in 5 quarters. The position peaked at $2.36M in Q3 2023. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

One River Asset Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
One River Asset Management sold 766 Morgan Stanley shares in Q2 2026, an estimated $152K.
One River Asset Management first reported a position in Morgan Stanley in Q4 2022 and held it in 5 quarters.
One River Asset Management's Morgan Stanley position peaked at $2.36M in Q3 2023.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on One River Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.