Optiver Holding’s Morgan Stanley MS Stock Holding History

Optiver Holding’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	–	Sell	-90,811	Closed	-$18M	–	2979
2026 Q1	$14.9M	Buy	90,811 +73,489	+424%	+$12.7M	0.01%	312
2025 Q4	$3.08M	Buy	+17,322	New	+$2.89M	﹤0.01%	417
2025 Q3	–	Sell	-104,456	Closed	-$15.4M	–	2815
2025 Q2	$14.7M	Sell	104,456 -253,107	-71%	-$31.1M	0.01%	164
2025 Q1	$41.7M	Buy	357,563 +237,765	+198%	+$30.6M	0.02%	103
2024 Q4	$15.1M	Sell	119,798 -262,034	-69%	-$32.3M	0.01%	169
2024 Q3	$39.8M	Buy	381,832 +222,664	+140%	+$22.4M	0.02%	120
2024 Q2	$15.5M	Buy	159,168 +158,492	+23,446%	+$15.1M	0.01%	233
2024 Q1	$63.7K	Sell	676 -410,730	-100%	-$36.2M	﹤0.01%	536
2023 Q4	$38.4M	Buy	+411,406	New	+$32.9M	0.02%	170
2022 Q1	–	Sell	-1,119	Closed	-$109K	–	747
2021 Q4	$109K	Hold	1,119	–	–	﹤0.01%	299
2021 Q3	$109K	Buy	+1,119	New	+$111K	﹤0.01%	255

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Optiver Holding's MS Position: Q2 2026 in Review

Optiver Holding sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 90,811 shares — an estimated $18M sold.

Optiver Holding first reported a position in MS in Q3 2021 and held it in 11 quarters. The position peaked at $41.7M in Q1 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Optiver Holding reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Optiver Holding sold 90,811 Morgan Stanley shares in Q2 2026, an estimated $18M.
Optiver Holding first reported a position in Morgan Stanley in Q3 2021 and held it in 11 quarters.
Optiver Holding's Morgan Stanley position peaked at $41.7M in Q1 2025.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Optiver Holding's 13F filing for Q2 2026, filed 12 Aug 2026.