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Silver Oak Securities’s Morgan Stanley MS Stock Holding History

Silver Oak Securities’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 		$1.43M Sell
8,686
-401
-4% -$69.4K 0.1% 193
2025
Q4 		$1.63M Sell
9,087
-127
-1% -$21.2K 0.11% 190
2025
Q3 		$1.46M Buy
9,214
+7,859
+580% +$1.16M 0.11% 188
2025
Q2 		$191K Buy
1,355
+115
+9% +$14.1K 0.02% 650
2025
Q1 		$143K Buy
1,240
+2
+0.2% +$258 0.01% 611
2024
Q4 		$156K Buy
+1,238
New +$152K 0.01% 602

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

Silver Oak Securities's MS Position: Q1 2026 in Review

Silver Oak Securities reduced its Morgan Stanley (MS) stake by 4.4% in Q1 2026, selling an estimated $69.4K and leaving 8,686 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #193.

Silver Oak Securities first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Silver Oak Securities held 8,686 shares of Morgan Stanley worth $1.43M as of Q1 2026.
  • Silver Oak Securities sold 401 Morgan Stanley shares in Q1 2026, an estimated $69.4K.
  • Morgan Stanley made up 0.1% of Silver Oak Securities's portfolio in Q1 2026, its #193 holding.
  • Silver Oak Securities first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Silver Oak Securities's Morgan Stanley position peaked at $1.63M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.