Operose Advisors’s Morgan Stanley MS Stock Holding History

Operose 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	$1.3M	Buy	7,905 +298	+4%	+$51.6K	0.3%	45
2025 Q4	$1.35M	Hold	7,607	–	–	0.31%	40
2025 Q3	$1.21M	Hold	7,607	–	–	0.3%	44
2025 Q2	$1.07M	Hold	7,607	–	–	0.3%	44
2025 Q1	$888K	Buy	7,607 +250	+3%	+$32.2K	0.29%	50
2024 Q4	$925K	Sell	7,357 -531	-7%	-$65.4K	0.32%	42
2024 Q3	$822K	Hold	7,888	–	–	0.27%	52
2024 Q2	$767K	Hold	7,888	–	–	0.27%	48
2024 Q1	$743K	Buy	7,888 +4,100	+108%	+$361K	0.25%	58
2023 Q4	$353K	Sell	3,788 -682	-15%	-$54.6K	0.14%	73
2023 Q3	$365K	Buy	4,470 +959	+27%	+$83.3K	0.14%	68
2023 Q2	$300K	Buy	3,511 +254	+8%	+$21.7K	0.14%	62
2023 Q1	$286K	Buy	3,257 +1,128	+53%	+$105K	0.14%	52
2022 Q4	$181K	Sell	2,129 -225	-10%	-$19.2K	0.1%	75
2022 Q3	$186K	Hold	2,354	–	–	0.12%	63
2022 Q2	$179K	Hold	2,354	–	–	0.13%	64
2022 Q1	$206K	Buy	2,354 +230	+11%	+$22.2K	0.14%	65
2021 Q4	$209K	Buy	+2,124	New	+$212K	0.17%	57

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

Operose Advisors's MS Position: Q1 2026 in Review

Operose Advisors increased its Morgan Stanley (MS) stake by 3.9% in Q1 2026, buying an estimated $51.6K and bringing the position to 7,905 shares worth $1.3M. The position accounts for 0.3% of the portfolio, ranked #45.

Operose Advisors first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Operose Advisors held 7,905 shares of Morgan Stanley worth $1.3M as of Q1 2026.
Operose Advisors bought 298 Morgan Stanley shares in Q1 2026, an estimated $51.6K.
Morgan Stanley made up 0.3% of Operose Advisors's portfolio in Q1 2026, its #45 holding.
Operose Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
Operose Advisors's Morgan Stanley position peaked at $1.35M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.