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	$544K	Sell	2,600 -400	-13%	-$79.2K	0.18%	125
2026 Q1	$494K	Sell	3,000 -3,000	-50%	-$519K	0.18%	135
2025 Q4	$1.07M	Buy	+6,000	New	+$1M	0.1%	105
2025 Q1	–	Sell	-11,600	Closed	-$1.46M	–	183
2024 Q4	$1.46M	Sell	11,600 -3,700	-24%	-$456K	0.12%	82
2024 Q3	$1.59M	Sell	15,300 -3,200	-17%	-$322K	0.21%	65
2024 Q2	$1.8M	Sell	18,500 -9,500	-34%	-$904K	0.13%	75
2024 Q1	$2.64M	Sell	28,000 -91,500	-77%	-$8.06M	0.07%	133
2023 Q4	$11.1M	Buy	119,500 +4,600	+4%	+$368K	0.25%	85
2023 Q3	$9.38M	Buy	114,900 +108,700	+1,753%	+$9.44M	0.29%	78
2023 Q2	$529K	Sell	6,200 -13,400	-68%	-$1.15M	0.06%	161
2023 Q1	$1.72M	Sell	19,600 -40,200	-67%	-$3.75M	0.08%	158
2022 Q4	$5.08M	Buy	+59,800	New	+$5.1M	0.31%	66

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.