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 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 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

Oxford Financial Group's MS Position: Q1 2026 in Review

Oxford Financial Group increased its Morgan Stanley (MS) stake by 144% in Q1 2026, buying an estimated $521K and bringing the position to 5,109 shares worth $841K. The position accounts for 0.05% of the portfolio, ranked #113.

Oxford Financial Group first reported a position in MS in Q1 2023 and has held it in 8 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Oxford Financial Group held 5,109 shares of Morgan Stanley worth $841K as of Q1 2026.
Oxford Financial Group bought 3,012 Morgan Stanley shares in Q1 2026, an estimated $521K.
Morgan Stanley made up 0.05% of Oxford Financial Group's portfolio in Q1 2026, its #113 holding.
Oxford Financial Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 8 quarters since.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.