MS — MORGAN STANLEY COM STK USD0.01

Ownership history in OV Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which OV Management LLC reported a position in MORGAN STANLEY COM STK USD0.01 (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.16% (2025 Q3)
Avg. % of fund
1.06%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,686 -1,900 -22.1% 1.03% $1.2M $176.56
2025 Q3 ADDED 8,586 +54 +0.6% 1.16% $1.4M $157.13
2025 Q2 INITIATED 8,532 — — 1.01% $1.2M $138.28
% of Fund (quarterly)    MS price (monthly, adj. close)

Other funds also holding MS

As of 2025 Q4 — sorted by position size

MITSUBISHI UFJ FINANCIAL GROUP INC 3Y 7Y 100.0% BRIDGER MANAGEMENT, LLC 3Y 7Y 15.6% Focused Investors LLC 3Y 7Y 7.12% RBF Capital, LLC 3Y 7Y 6.39% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.37% Hamlin Capital Management, LLC 3Y 7Y 5.94% AXIOM INVESTORS LLC /DE 3Y 7Y 5.61% Bradyco, Inc. 5.58% Morangie Management LLC 5.23% DCM Advisors, LLC 3Y 5.0%
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