OF
MS icon

Optimize Financial’s Morgan Stanley MS Stock Holding History

Optimize Financial’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 		$619K Sell
2,962
-10
-0.3% -$1.98K 0.22% 88
2026
Q1 		$489K Sell
2,972
-116
-4% -$20.1K 0.24% 102
2025
Q4 		$548K Buy
3,088
+44
+1% +$7.34K 0.28% 102
2025
Q3 		$484K Buy
+3,044
New +$449K 0.25% 118

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

Optimize Financial's MS Position: Q2 2026 in Review

Optimize Financial reduced its Morgan Stanley (MS) stake by 0.34% in Q2 2026, selling an estimated $1.98K and leaving 2,962 shares worth $619K. The position accounts for 0.22% of the portfolio, ranked #88.

Optimize Financial first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Optimize Financial held 2,962 shares of Morgan Stanley worth $619K as of Q2 2026.
  • Optimize Financial sold 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
  • Morgan Stanley made up 0.22% of Optimize Financial's portfolio in Q2 2026, its #88 holding.
  • Optimize Financial first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.