UOC
MS icon

UBS O'Connor’s Morgan Stanley MS Stock Holding History

UBS O'Connor’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
2025
Q3 		– Sell
-50,000
Closed -$7.04M – 425
2025
Q2 		$7.04M Buy
+50,000
New +$6.14M 0.2% 58
2018
Q4 		– Sell
-106,000
Closed -$4.94M – 285
2018
Q3 		$4.94M Buy
106,000
+6,000
+6% +$293K 0.11% 108
2018
Q2 		$4.74M Buy
+100,000
New +$5.23M 0.1% 110
2018
Q1 		– Sell
-182,229
Closed -$9.56M – 348
2017
Q4 		$9.56M Buy
+182,229
New +$9.22M 0.17% 97
2016
Q4 		– Sell
-100,978
Closed -$3.24M – 447
2016
Q3 		$3.24M Sell
100,978
-587
-0.6% -$17.5K 0.05% 266
2016
Q2 		$2.64M Buy
+101,565
New +$2.66M 0.06% 232
2015
Q4 		– Sell
-27,538
Closed -$867K – 495
2015
Q3 		$867K Buy
+27,538
New +$1M 0.02% 365
2015
Q1 		– Sell
-108,874
Closed -$4.22M – 818
2014
Q4 		$4.22M Sell
108,874
-234,774
-68% -$8.35M 0.07% 208
2014
Q3 		$11.9M Buy
+343,648
New +$11.5M 0.21% 144
2014
Q1 		– Sell
-334,751
Closed -$10.5M – 511
2013
Q4 		$10.5M Sell
334,751
-2,284
-0.7% -$67.9K 0.19% 164
2013
Q3 		$9.08M Sell
337,035
-130,280
-28% -$3.5M 0.19% 158
2013
Q2 		$11.4M Buy
+467,315
New +$11.1M 0.22% 139

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return