Oxbow Advisors’s Morgan Stanley MS Stock Holding History

Oxbow Advisors’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	$313K	Buy	+1,496	New	+$296K	0.03%	217
2019 Q3	–	Sell	-56,136	Closed	-$2.46M	–	304
2019 Q2	$2.46M	Sell	56,136 -539	-1%	-$24K	0.3%	86
2019 Q1	$2.39M	Buy	56,675 +1,190	+2%	+$50.1K	0.29%	79
2018 Q4	$2.2M	Buy	+55,485	New	+$2.42M	0.29%	81
2018 Q2	–	Sell	-10,500	Closed	-$567K	–	306
2018 Q1	$567K	Sell	10,500 -100	-0.9%	-$5.54K	0.12%	143
2017 Q4	$556K	Sell	10,600 -4,900	-32%	-$248K	0.1%	162
2017 Q3	$747K	Sell	15,500 -10,000	-39%	-$464K	0.14%	140
2017 Q2	$1.14M	Buy	+25,500	New	+$1.1M	0.2%	121

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

Oxbow Advisors's MS Position: Q2 2026 in Review

Oxbow Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,496 shares worth $313K. The stake represents 0.03% of the portfolio and ranks #217 among its holdings. This is a return to the name: Oxbow Advisors previously reported a position in MS as recently as Q2 2019.

Oxbow Advisors first reported a position in MS in Q2 2017 and has held it in 8 quarters since. The position peaked at $2.46M in Q2 2019. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Oxbow Advisors held 1,496 shares of Morgan Stanley worth $313K as of Q2 2026.
Morgan Stanley was a new Oxbow Advisors position in Q2 2026.
Morgan Stanley made up 0.03% of Oxbow Advisors's portfolio in Q2 2026, its #217 holding.
Oxbow Advisors first reported a position in Morgan Stanley in Q2 2017 and has held it in 8 quarters since.
Oxbow Advisors's Morgan Stanley position peaked at $2.46M in Q2 2019.
2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.