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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Osborne Partners Capital Management's MS Position: Q1 2026 in Review

Osborne Partners Capital Management held its Morgan Stanley (MS) position steady in Q1 2026 at 1,875 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #171.

Osborne Partners Capital Management first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $333K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Osborne Partners Capital Management held 1,875 shares of Morgan Stanley worth $309K as of Q1 2026.
Osborne Partners Capital Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.02% of Osborne Partners Capital Management's portfolio in Q1 2026, its #171 holding.
Osborne Partners Capital Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
Osborne Partners Capital Management's Morgan Stanley position peaked at $333K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.