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SkyOak Wealth’s Morgan Stanley MS Stock Holding History

SkyOak Wealth’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 		$8.56M Sell
40,946
-932
-2% -$185K 1.4% 17
2026
Q1 		$6.89M Sell
41,878
-153
-0.4% -$26.5K 1.26% 20
2025
Q4 		$7.46M Sell
42,031
-150
-0.4% -$25K 1.34% 19
2025
Q3 		$6.71M Sell
42,181
-446
-1% -$65.9K 1.27% 24
2025
Q2 		$6M Buy
42,627
+6
+0% +$737 1.21% 25
2025
Q1 		$4.97M Sell
42,621
-1,129
-3% -$145K 1.09% 25
2024
Q4 		$5.5M Sell
43,750
-829
-2% -$102K 1.18% 24
2024
Q3 		$4.65M Buy
44,579
+8
+0% +$806 1.03% 24
2024
Q2 		$4.33M Sell
44,571
-814
-2% -$77.5K 1.01% 27
2024
Q1 		$4.27M Buy
45,385
+1,721
+4% +$152K 1.02% 24
2023
Q4 		$4.07M Sell
43,664
-513
-1% -$41K 1.06% 23
2023
Q3 		$3.61M Sell
44,177
-367
-0.8% -$31.9K 1.05% 27
2023
Q2 		$3.8M Sell
44,544
-935
-2% -$80K 1.07% 26
2023
Q1 		$3.99M Sell
45,479
-626
-1% -$58.4K 1.22% 22
2022
Q4 		$3.92M Sell
46,105
-1,102
-2% -$93.9K 1.32% 19
2022
Q3 		$3.73M Sell
47,207
-591
-1% -$49.8K 1.34% 19
2022
Q2 		$3.63M Sell
47,798
-754
-2% -$61.8K 1.24% 22
2022
Q1 		$4.24M Buy
48,552
+725
+2% +$69.9K 1.18% 24
2021
Q4 		$4.7M Buy
47,827
+587
+1% +$58.5K 1.19% 24
2021
Q3 		$4.6M Sell
47,240
-178
-0.4% -$17.6K 1.24% 18
2021
Q2 		$4.35M Buy
47,418
+61
+0.1% +$5.23K 1.16% 20
2021
Q1 		$3.92M Buy
47,357
+994
+2% +$76.2K 1.09% 23
2020
Q4 		$3.18M Sell
46,363
-1,424
-3% -$81.7K 0.99% 31
2020
Q3 		$2.31M Buy
+47,787
New +$2.41M 0.83% 35

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

SkyOak Wealth's MS Position: Q2 2026 in Review

SkyOak Wealth reduced its Morgan Stanley (MS) stake by 2.2% in Q2 2026, selling an estimated $185K and leaving 40,946 shares worth $8.56M. The position accounts for 1.4% of the portfolio, ranked #17.

SkyOak Wealth first reported a position in MS in Q3 2020 and has held it in 24 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SkyOak Wealth held 40,946 shares of Morgan Stanley worth $8.56M as of Q2 2026.
  • SkyOak Wealth sold 932 Morgan Stanley shares in Q2 2026, an estimated $185K.
  • Morgan Stanley made up 1.4% of SkyOak Wealth's portfolio in Q2 2026, its #17 holding.
  • SkyOak Wealth first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.