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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
Q2 		$1.75M Sell
8,348
-338
-4% -$66.9K 0.11% 191
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 $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

Silver Oak Securities's MS Position: Q2 2026 in Review

Silver Oak Securities reduced its Morgan Stanley (MS) stake by 3.9% in Q2 2026, selling an estimated $66.9K and leaving 8,348 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #191.

Silver Oak Securities first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Silver Oak Securities held 8,348 shares of Morgan Stanley worth $1.75M as of Q2 2026.
  • Silver Oak Securities sold 338 Morgan Stanley shares in Q2 2026, an estimated $66.9K.
  • Morgan Stanley made up 0.11% of Silver Oak Securities's portfolio in Q2 2026, its #191 holding.
  • Silver Oak Securities first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.