MORGAN STANLEY

Position in GOF — Guggenheim Strategic Opportunities Fund

CIK 895421 NEW YORK, NY

Back to GOF Full portfolio

Position in GOF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$89,671,966

-$750,965 QoQ

Shares Held

8,137,202

+15.9% QoQ

Ownership

3.84%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.014132621999552179.ToString("F0")% Shared 0.ToString("F0")% None 99.98586737800045.ToString("F0")%

Common Shares in GOF Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $24,819,190,311 across 476 Asset Management names. GOF ranks #43 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	32,494,438	$3,736,535,415
2	BLK	BlackRock, Inc.	3,437,546	$3,305,922,353
3	APO	Apollo Global Management, Inc.	8,829,846	$983,821,436
4	AMP	Ameriprise Financial Inc	2,009,741	$893,128,894
5	KKR	KKR & Co. Inc.	8,473,653	$783,812,898
6	STT	State Street Corp	4,953,857	$626,960,134
7	CG	Carlyle Group Inc.	10,172,445	$492,244,607
8	AMG	Affiliated Managers Group, Inc.	1,732,512	$479,386,064

All Filings in GOF

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$89,671,966	8,137,202	+15.9%	Shares	Defined	2026-05-15
2025-12-31	$90,422,931	7,020,414	-13.9%	Shares	Defined	2026-05-27
2025-09-30	$122,179,275	8,156,160	+11.8%	Shares	Defined	2026-05-27
2025-06-30	$108,656,646	7,297,290	+6.3%	Shares	Defined	2025-08-15
2025-03-31	$106,854,168	6,862,824	+1.7%	Shares	Defined	2025-05-15
2024-12-31	$102,950,398	6,746,422	-7.7%	Shares	Defined	2025-05-15
2024-09-30	$115,185,772	7,308,742	+2.4%	Shares	Defined	2025-05-14
2024-06-30	$106,460,231	7,140,190	+0.3%	Shares	Defined	2025-05-14
2024-03-31	$101,941,817	7,118,842	+12.9%	Shares	Defined	2024-10-17
2023-12-31	$80,739,698	6,307,789	+43.9%	Shares	Defined	2024-08-16
2023-09-30	$64,814,792	4,382,339	+4.9%	Shares	Defined	2023-11-15
2023-06-30	$66,448,563	4,179,155	+10.1%	Shares	Defined	2023-08-14
2023-03-31	$61,381,626	3,796,019	-1.6%	Shares	Defined	2023-05-15
2022-12-31	$58,744,375	3,859,683	+3.2%	Shares	Defined	2023-02-14
2022-09-30	$57,459,793	3,740,872	+5.4%	Shares	Defined	2022-11-14
2022-06-30	$57,094,721	3,548,460	+6.3%	Shares	Defined	2022-10-27
2022-03-31	$63,469,789	3,338,758	+28.3%	Shares	Defined	2022-10-27
2021-12-31	$47,668,676	2,602,002	+7.3%	Shares	Defined	2022-02-14
2021-09-30	$46,422,089	2,424,130	+16.1%	Shares	Defined	2021-11-15
2021-06-30	$45,253,617	2,087,344	+13.2%	Shares	Defined	2021-08-23
2021-03-31	$38,688,074	1,843,167	+5.2%	Shares	Defined	2021-05-17
2020-12-31	$33,982,727	1,751,687	-2.3%	Shares	Defined	2021-02-16
2020-09-30	$31,555,286	1,792,914	-9.2%	Shares	Defined	2020-11-13
2020-06-30	$33,383,567	1,975,359	+7.8%	Shares	Defined	2020-08-14
2020-03-31	$27,951,008	1,832,853	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.