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Oxford Financial Group’s Morgan Stanley MS Stock Holding History

Oxford Financial Group’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 		$1.04M Sell
4,955
-154
-3% -$30.5K 0.05% 106
2026
Q1 		$841K Buy
5,109
+3,012
+144% +$521K 0.05% 113
2025
Q4 		$372K Sell
2,097
-1,679
-44% -$280K 0.02% 174
2025
Q3 		$600K Buy
3,776
+2,288
+154% +$338K 0.03% 128
2025
Q2 		$210K Buy
+1,488
New +$183K 0.01% 205
2025
Q1 		– Sell
-1,846
Closed -$232K – 289
2024
Q4 		$232K Sell
1,846
-424
-19% -$52.2K 0.02% 228
2024
Q3 		$237K Sell
2,270
-1,262
-36% -$127K 0.02% 222
2024
Q2 		$343K Buy
+3,532
New +$336K 0.02% 196
2023
Q2 		– Sell
-2,497
Closed -$219K – 301
2023
Q1 		$219K Buy
+2,497
New +$233K 0.02% 180

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

Oxford Financial Group's MS Position: Q2 2026 in Review

Oxford Financial Group reduced its Morgan Stanley (MS) stake by 3% in Q2 2026, selling an estimated $30.5K and leaving 4,955 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #106.

Oxford Financial Group first reported a position in MS in Q1 2023 and has held it in 9 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Oxford Financial Group held 4,955 shares of Morgan Stanley worth $1.04M as of Q2 2026.
  • Oxford Financial Group sold 154 Morgan Stanley shares in Q2 2026, an estimated $30.5K.
  • Morgan Stanley made up 0.05% of Oxford Financial Group's portfolio in Q2 2026, its #106 holding.
  • Oxford Financial Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 9 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.