TigerOak Management’s Morgan Stanley MS Stock Holding History

TigerOak 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 Q1	$1.31M	Buy	7,953 +11	+0.1%	+$1.9K	0.41%	38
2025 Q4	$1.41M	Hold	7,942	–	–	0.43%	36
2025 Q3	$1.26M	Hold	7,942	–	–	0.39%	40
2025 Q2	$1.12M	Hold	7,942	–	–	0.38%	39
2025 Q1	$927K	Hold	7,942	–	–	0.36%	44
2024 Q4	$998K	Buy	+7,942	New	+$978K	0.37%	43

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

TigerOak Management's MS Position: Q1 2026 in Review

TigerOak Management increased its Morgan Stanley (MS) stake by 0.14% in Q1 2026, buying an estimated $1.9K and bringing the position to 7,953 shares worth $1.31M. The position accounts for 0.41% of the portfolio, ranked #38.

TigerOak Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

TigerOak Management held 7,953 shares of Morgan Stanley worth $1.31M as of Q1 2026.
TigerOak Management bought 11 Morgan Stanley shares in Q1 2026, an estimated $1.9K.
Morgan Stanley made up 0.41% of TigerOak Management's portfolio in Q1 2026, its #38 holding.
TigerOak Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
TigerOak Management's Morgan Stanley position peaked at $1.41M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.