O
MS icon

Ossiam’s Morgan Stanley MS Stock Holding History

Ossiam’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 		$72.6M Buy
+347,404
New +$68.8M 0.96% 20
2025
Q4 		– Sell
-50,261
Closed -$7.99M – 580
2025
Q3 		$7.99M Sell
50,261
-204,539
-80% -$30.2M 0.1% 143
2025
Q2 		$35.9M Buy
254,800
+90,817
+55% +$11.2M 0.4% 56
2025
Q1 		$19.1M Sell
163,983
-36,124
-18% -$4.65M 0.27% 65
2024
Q4 		$25.2M Sell
200,107
-918,192
-82% -$113M 0.43% 44
2024
Q3 		$117M Buy
1,118,299
+385,819
+53% +$38.9M 2.25% 11
2024
Q2 		$71.2M Buy
732,480
+503,473
+220% +$47.9M 1.35% 16
2024
Q1 		$21.6M Sell
229,007
-139,103
-38% -$12.2M 0.38% 52
2023
Q4 		$34.3M Buy
368,110
+320,273
+670% +$25.6M 0.55% 46
2023
Q3 		$3.91M Buy
47,837
+15,744
+49% +$1.37M 0.07% 132
2023
Q2 		$2.74M Sell
32,093
-124,141
-79% -$10.6M 0.05% 178
2023
Q1 		$13.7M Buy
156,234
+37,265
+31% +$3.48M 0.29% 66
2022
Q4 		$10.1M Buy
118,969
+101,882
+596% +$8.68M 0.26% 82
2022
Q3 		$1.35M Sell
17,087
-241,728
-93% -$20.4M 0.04% 227
2022
Q2 		$19.7M Sell
258,815
-58,805
-19% -$4.82M 0.59% 43
2022
Q1 		$27.8M Buy
317,620
+7,760
+3% +$749K 0.73% 31
2021
Q4 		$30.4M Sell
309,860
-34,399
-10% -$3.43M 0.8% 32
2021
Q3 		$33.5M Buy
344,259
+266,832
+345% +$26.4M 0.95% 24
2021
Q2 		$7.43M Sell
77,427
-218,253
-74% -$18.7M 0.2% 77
2021
Q1 		$23M Sell
295,680
-18,271
-6% -$1.4M 0.71% 35
2020
Q4 		$21.5M Buy
313,951
+253,566
+420% +$14.5M 0.75% 35
2020
Q3 		$2.92M Sell
60,385
-12,999
-18% -$655K 0.12% 111
2020
Q2 		$3.54M Buy
73,384
+72,654
+9,953% +$3.05M 0.23% 89
2020
Q1 		$25K Sell
730
-3,862
-84% -$182K ﹤0.01% 411
2019
Q4 		$235K Buy
4,592
+1,749
+62% +$82.8K 0.02% 300
2019
Q3 		$121K Sell
2,843
-35
-1% -$1.5K 0.01% 365
2019
Q2 		$126K Buy
+2,878
New +$128K 0.01% 361

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

Ossiam's MS Position: Q2 2026 in Review

Ossiam opened a new position in Morgan Stanley (MS) in Q2 2026: 347,404 shares worth $72.6M. The stake represents 0.96% of the portfolio and ranks #20 among its holdings. This is a return to the name: Ossiam previously reported a position in MS as recently as Q3 2025.

Ossiam first reported a position in MS in Q2 2019 and has held it in 27 quarters since. The position peaked at $117M in Q3 2024. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ossiam held 347,404 shares of Morgan Stanley worth $72.6M as of Q2 2026.
  • Morgan Stanley was a new Ossiam position in Q2 2026.
  • Morgan Stanley made up 0.96% of Ossiam's portfolio in Q2 2026, its #20 holding.
  • Ossiam first reported a position in Morgan Stanley in Q2 2019 and has held it in 27 quarters since.
  • Ossiam's Morgan Stanley position peaked at $117M in Q3 2024.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.