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Osborne Partners Capital Management’s Morgan Stanley MS Stock Holding History

Osborne Partners Capital Management’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 		$392K Hold
1,875
– – 0.02% 163
2026
Q1 		$309K Hold
1,875
– – 0.02% 171
2025
Q4 		$333K Hold
1,875
– – 0.02% 170
2025
Q3 		$298K Buy
1,875
+13
+0.7% +$1.92K 0.02% 182
2025
Q2 		$262K Sell
1,862
-128
-6% -$15.7K 0.01% 186
2025
Q1 		$232K Hold
1,990
– – 0.01% 193
2024
Q4 		$250K Sell
1,990
-172
-8% -$21.2K 0.01% 204
2024
Q3 		$225K Buy
+2,162
New +$218K 0.01% 214

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 $3.38T AUM 44.17% 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

Osborne Partners Capital Management's MS Position: Q2 2026 in Review

Osborne Partners Capital Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,875 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #163.

Osborne Partners Capital Management first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Osborne Partners Capital Management held 1,875 shares of Morgan Stanley worth $392K as of Q2 2026.
  • Osborne Partners Capital Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.02% of Osborne Partners Capital Management's portfolio in Q2 2026, its #163 holding.
  • Osborne Partners Capital Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.