Ostrum Asset Management’s Morgan Stanley MS Stock Holding History

Ostrum Asset 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	$471K	Sell	2,251 -1,375	-38%	-$272K	0.02%	339
2026 Q1	$597K	Sell	3,626 -625	-15%	-$108K	0.03%	294
2025 Q4	$755K	Buy	4,251 +1,312	+45%	+$219K	0.04%	316
2025 Q3	$467K	Sell	2,939 -91	-3%	-$13.4K	0.02%	413
2025 Q2	$427K	Sell	3,030 -87	-3%	-$10.7K	0.02%	428
2025 Q1	$364K	Sell	3,117 -83	-3%	-$10.7K	0.02%	443
2024 Q4	$402K	Sell	3,200 -133	-4%	-$16.4K	0.03%	427
2024 Q3	$347K	Buy	3,333 +41	+1%	+$4.13K	0.03%	438
2024 Q2	$320K	Sell	3,292 -7,289	-69%	-$694K	0.03%	444
2024 Q1	$996K	Hold	10,581	–	–	0.08%	345
2023 Q4	$987K	Sell	10,581 -7,009	-40%	-$561K	0.09%	322
2023 Q3	$1.44M	Buy	17,590 +5,655	+47%	+$491K	0.13%	237
2023 Q2	$1.02M	Buy	11,935 +35	+0.3%	+$2.99K	0.09%	313
2023 Q1	$1.04M	Buy	+11,900	New	+$1.11M	0.09%	296

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

Ostrum Asset Management's MS Position: Q2 2026 in Review

Ostrum Asset Management reduced its Morgan Stanley (MS) stake by 38% in Q2 2026, selling an estimated $272K and leaving 2,251 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #339.

Ostrum Asset Management first reported a position in MS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.44M in Q3 2023. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Ostrum Asset Management held 2,251 shares of Morgan Stanley worth $471K as of Q2 2026.
Ostrum Asset Management sold 1,375 Morgan Stanley shares in Q2 2026, an estimated $272K.
Morgan Stanley made up 0.02% of Ostrum Asset Management's portfolio in Q2 2026, its #339 holding.
Ostrum Asset Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
Ostrum Asset Management's Morgan Stanley position peaked at $1.44M in Q3 2023.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.