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 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 $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

Ostrum Asset Management's MS Position: Q1 2026 in Review

Ostrum Asset Management reduced its Morgan Stanley (MS) stake by 15% in Q1 2026, selling an estimated $108K and leaving 3,626 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #294.

Ostrum Asset Management first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.44M in Q3 2023. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Ostrum Asset Management held 3,626 shares of Morgan Stanley worth $597K as of Q1 2026.
Ostrum Asset Management sold 625 Morgan Stanley shares in Q1 2026, an estimated $108K.
Morgan Stanley made up 0.03% of Ostrum Asset Management's portfolio in Q1 2026, its #294 holding.
Ostrum Asset Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Morgan Stanley position peaked at $1.44M in Q3 2023.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.