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OV Management’s Morgan Stanley MS Stock Holding History

OV 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 		$262K Sell
1,592
-5,094
-76% -$882K 0.53% 21
2025
Q4 		$1.19M Sell
6,686
-1,900
-22% -$317K 1.03% 14
2025
Q3 		$1.36M Buy
8,586
+54
+0.6% +$7.97K 1.16% 13
2025
Q2 		$1.2M Buy
+8,532
New +$1.05M 1.01% 14

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

OV Management's MS Position: Q1 2026 in Review

OV Management reduced its Morgan Stanley (MS) stake by 76% in Q1 2026, selling an estimated $882K and leaving 1,592 shares worth $262K. The position accounts for 0.53% of the portfolio, ranked #21.

OV Management first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q3 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • OV Management held 1,592 shares of Morgan Stanley worth $262K as of Q1 2026.
  • OV Management sold 5,094 Morgan Stanley shares in Q1 2026, an estimated $882K.
  • Morgan Stanley made up 0.53% of OV Management's portfolio in Q1 2026, its #21 holding.
  • OV Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • OV Management's Morgan Stanley position peaked at $1.36M in Q3 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on OV Management's 13F filing for Q1 2026, filed 14 Apr 2026.