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SBI Okasan Asset Management’s Morgan Stanley MS Stock Holding History

SBI Okasan 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
Q2 		$953K Hold
4,500
– – 0.03% 136
2026
Q1 		$713K Hold
4,500
– – 0.03% 153
2025
Q4 		$810K Buy
+4,500
New +$751K 0.04% 133

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

SBI Okasan Asset Management's MS Position: Q2 2026 in Review

SBI Okasan Asset Management held its Morgan Stanley (MS) position steady in Q2 2026 at 4,500 shares worth $953K. The position accounts for 0.03% of the portfolio, ranked #136.

SBI Okasan Asset Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SBI Okasan Asset Management held 4,500 shares of Morgan Stanley worth $953K as of Q2 2026.
  • SBI Okasan Asset Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.03% of SBI Okasan Asset Management's portfolio in Q2 2026, its #136 holding.
  • SBI Okasan Asset Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.