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Optas LLC’s Morgan Stanley MS Stock Holding History

Optas LLC’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 		$961K Buy
4,598
+119
+3% +$23.6K 0.13% 87
2026
Q1 		$737K Buy
4,479
+103
+2% +$17.8K 0.11% 112
2025
Q4 		$777K Buy
4,376
+698
+19% +$116K 0.12% 103
2025
Q3 		$585K Buy
3,678
+294
+9% +$43.4K 0.1% 128
2025
Q2 		$477K Buy
3,384
+335
+11% +$41.1K 0.09% 138
2025
Q1 		$356K Sell
3,049
-2
-0.1% -$258 0.06% 170
2024
Q4 		$384K Buy
3,051
+180
+6% +$22.2K 0.08% 143
2024
Q3 		$299K Buy
2,871
+568
+25% +$57.2K 0.07% 168
2024
Q2 		$224K Buy
+2,303
New +$219K 0.06% 185

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optas LLC's MS Position: Q2 2026 in Review

Optas LLC increased its Morgan Stanley (MS) stake by 2.7% in Q2 2026, buying an estimated $23.6K and bringing the position to 4,598 shares worth $961K. The position accounts for 0.13% of the portfolio, ranked #87.

Optas LLC first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 764 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Optas LLC held 4,598 shares of Morgan Stanley worth $961K as of Q2 2026.
  • Optas LLC bought 119 Morgan Stanley shares in Q2 2026, an estimated $23.6K.
  • Morgan Stanley made up 0.13% of Optas LLC's portfolio in Q2 2026, its #87 holding.
  • Optas LLC first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 764 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.