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Opinicus Capital’s Morgan Stanley MS Stock Holding History

Opinicus Capital’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 		$738K Sell
3,530
-193
-5% -$38.2K 0.4% 57
2026
Q1 		$613K Buy
3,723
+73
+2% +$12.6K 0.43% 61
2025
Q4 		$648K Sell
3,650
-458
-11% -$76.4K 0.45% 58
2025
Q3 		$653K Sell
4,108
-183
-4% -$27K 0.45% 64
2025
Q2 		$604K Buy
4,291
+478
+13% +$58.7K 0.46% 61
2025
Q1 		$445K Buy
3,813
+653
+21% +$84.1K 0.39% 67
2024
Q4 		$397K Sell
3,160
-104
-3% -$12.8K 0.33% 71
2024
Q3 		$340K Sell
3,264
-142
-4% -$14.3K 0.27% 80
2024
Q2 		$331K Buy
3,406
+86
+3% +$8.19K 0.28% 81
2024
Q1 		$313K Buy
3,320
+638
+24% +$56.2K 0.28% 79
2023
Q4 		$250K Buy
+2,682
New +$215K 0.26% 87

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

Opinicus Capital's MS Position: Q2 2026 in Review

Opinicus Capital reduced its Morgan Stanley (MS) stake by 5.2% in Q2 2026, selling an estimated $38.2K and leaving 3,530 shares worth $738K. The position accounts for 0.4% of the portfolio, ranked #57.

Opinicus Capital first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Opinicus Capital held 3,530 shares of Morgan Stanley worth $738K as of Q2 2026.
  • Opinicus Capital sold 193 Morgan Stanley shares in Q2 2026, an estimated $38.2K.
  • Morgan Stanley made up 0.4% of Opinicus Capital's portfolio in Q2 2026, its #57 holding.
  • Opinicus Capital first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.