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 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 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

O'Neil Global Advisors's MS Position: Q1 2026 in Review

O'Neil Global Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 2,400 shares — an estimated $426K sold.

O'Neil Global Advisors first reported a position in MS in Q1 2021 and held it in 6 quarters. The position peaked at $834K in Q3 2024. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

O'Neil Global Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
O'Neil Global Advisors sold 2,400 Morgan Stanley shares in Q1 2026, an estimated $426K.
O'Neil Global Advisors first reported a position in Morgan Stanley in Q1 2021 and held it in 6 quarters.
O'Neil Global Advisors's Morgan Stanley position peaked at $834K in Q3 2024.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on O'Neil Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.