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 Q3	$1.5M	Sell	7,960 -93	-1%	-$19.8K	0.39%	39
2026 Q2	$1.68M	Buy	8,053 +100	+1%	+$19.8K	0.47%	32
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

TigerOak Management's MS Position: Q3 2026 in Review

TigerOak Management reduced its Morgan Stanley (MS) stake by 1.2% in Q3 2026, selling an estimated $19.8K and leaving 7,960 shares worth $1.5M. The position accounts for 0.39% of the portfolio, ranked #39.

TigerOak Management first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q2 2026. 1,357 funds tracked by Wall St. Rank hold MS as of Q3 2026.

TigerOak Management held 7,960 shares of Morgan Stanley worth $1.5M as of Q3 2026.
TigerOak Management sold 93 Morgan Stanley shares in Q3 2026, an estimated $19.8K.
Morgan Stanley made up 0.39% of TigerOak Management's portfolio in Q3 2026, its #39 holding.
TigerOak Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
TigerOak Management's Morgan Stanley position peaked at $1.68M in Q2 2026.
1,357 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on TigerOak Management's 13F filing for Q3 2026, filed 23 Oct 2026.