Osaic Holdings
MS icon

Osaic Holdings’s Morgan Stanley MS Stock Holding History

Osaic Holdings’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
2021
Q4 		– Sell
-21
Closed -$2K – 7499
2021
Q3 		$2K Buy
+21
New +$2.08K ﹤0.01% 6871
2021
Q2 		– Sell
-215
Closed -$44K – 7076
2021
Q1 		$44K Buy
+215
New +$16.5K ﹤0.01% 4971

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

Osaic Holdings's MS Position: Q2 2026 in Review

Osaic Holdings increased its Morgan Stanley (MS) stake by 4.5% in Q2 2026, buying an estimated $2.09M and bringing the position to 243,088 shares worth $50.9M. The position accounts for 0.06% of the portfolio, ranked #327.

Osaic Holdings first reported a position in MS in Q1 2020 and has held it in 26 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Osaic Holdings held 243,088 shares of Morgan Stanley worth $50.9M as of Q2 2026.
  • Osaic Holdings bought 10,554 Morgan Stanley shares in Q2 2026, an estimated $2.09M.
  • Morgan Stanley made up 0.06% of Osaic Holdings's portfolio in Q2 2026, its #327 holding.
  • Osaic Holdings first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.