MS — MORGAN STANLEY

Ownership history in SkyOak Wealth, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which SkyOak Wealth, LLC reported a position in MORGAN STANLEY (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
1.34% (2025 Q4)
Avg. % of fund
1.14%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 42,031 -150 -0.4% 1.34% $7.5M $176.56
2025 Q3 REDUCED 42,181 -446 -1.0% 1.27% $6.7M $157.13
2025 Q2 ADDED 42,627 +6 +0.0% 1.21% $6.0M $138.28
2025 Q1 REDUCED 42,621 -1,129 -2.6% 1.09% $5.0M $113.62
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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