OP Asset Management’s Morgan Stanley MS Stock Holding History

OP 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	$27.7M	Buy	132,619 +9,895	+8%	+$1.96M	0.3%	58
2026 Q1	$20.2M	Sell	122,724 -9,926	-7%	-$1.72M	0.17%	82
2025 Q4	$23.5M	Buy	132,650 +454	+0.3%	+$75.7K	0.29%	57
2025 Q3	$21M	Buy	132,196 +2,361	+2%	+$349K	0.28%	57
2025 Q2	$18.3M	Buy	129,835 +2,858	+2%	+$351K	0.27%	62
2025 Q1	$14.8M	Buy	+126,977	New	+$16.4M	0.25%	73

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

OP Asset Management's MS Position: Q2 2026 in Review

OP Asset Management increased its Morgan Stanley (MS) stake by 8.1% in Q2 2026, buying an estimated $1.96M and bringing the position to 132,619 shares worth $27.7M. The position accounts for 0.3% of the portfolio, ranked #58.

OP Asset Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

OP Asset Management held 132,619 shares of Morgan Stanley worth $27.7M as of Q2 2026.
OP Asset Management bought 9,895 Morgan Stanley shares in Q2 2026, an estimated $1.96M.
Morgan Stanley made up 0.3% of OP Asset Management's portfolio in Q2 2026, its #58 holding.
OP Asset Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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