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O'Neil Global Advisors’s Morgan Stanley MS Stock Holding History

O'Neil Global Advisors’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 		$2.85M Buy
+13,629
New +$2.7M 0.64% 30
2026
Q1 		– Sell
-2,400
Closed -$426K – 35
2025
Q4 		$426K Buy
+2,400
New +$400K 0.15% 42
2025
Q1 		– Sell
-2,842
Closed -$357K – 37
2024
Q4 		$357K Sell
2,842
-5,158
-64% -$635K 0.1% 36
2024
Q3 		$834K Buy
+8,000
New +$806K 0.21% 42
2021
Q4 		– Sell
-4,318
Closed -$420K – 84
2021
Q3 		$420K Sell
4,318
-1,682
-28% -$167K 0.32% 57
2021
Q2 		$550K Sell
6,000
-1,600
-21% -$137K 0.17% 62
2021
Q1 		$590K Buy
+7,600
New +$582K 0.57% 33

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

O'Neil Global Advisors's MS Position: Q2 2026 in Review

O'Neil Global Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 13,629 shares worth $2.85M. The stake represents 0.64% of the portfolio and ranks #30 among its holdings. This is a return to the name: O'Neil Global Advisors previously reported a position in MS as recently as Q4 2025.

O'Neil Global Advisors first reported a position in MS in Q1 2021 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • O'Neil Global Advisors held 13,629 shares of Morgan Stanley worth $2.85M as of Q2 2026.
  • Morgan Stanley was a new O'Neil Global Advisors position in Q2 2026.
  • Morgan Stanley made up 0.64% of O'Neil Global Advisors's portfolio in Q2 2026, its #30 holding.
  • O'Neil Global Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 7 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.