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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimize Financial's MS Position: Q1 2026 in Review

Optimize Financial reduced its Morgan Stanley (MS) stake by 3.8% in Q1 2026, selling an estimated $20.1K and leaving 2,972 shares worth $489K. The position accounts for 0.24% of the portfolio, ranked #102.

Optimize Financial first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $548K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Optimize Financial held 2,972 shares of Morgan Stanley worth $489K as of Q1 2026.
  • Optimize Financial sold 116 Morgan Stanley shares in Q1 2026, an estimated $20.1K.
  • Morgan Stanley made up 0.24% of Optimize Financial's portfolio in Q1 2026, its #102 holding.
  • Optimize Financial first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Morgan Stanley position peaked at $548K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.