D'Orazio & Associates’s Morgan Stanley MS Stock Holding History

D'Orazio & Associates’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 Q1	$300K	Sell	1,824 -2	-0.1%	-$346	0.04%	195
2025 Q4	$324K	Buy	1,826 +13	+0.7%	+$2.17K	0.04%	173
2025 Q3	$288K	Sell	1,813 -7	-0.4%	-$1.03K	0.04%	194
2025 Q2	$256K	Buy	+1,820	New	+$224K	0.04%	200
2025 Q1	–	Sell	-1,679	Closed	-$211K	–	265
2024 Q4	$211K	Buy	+1,679	New	+$207K	0.03%	215
2021 Q1	–	Sell	-15	Closed	-$1K	–	406
2020 Q4	$1K	Buy	+15	New	+$861	﹤0.01%	331
2018 Q1	–	Sell	-196	Closed	-$10K	–	320
2017 Q4	$10K	Buy	+196	New	+$9.91K	﹤0.01%	223
2015 Q4	–	Sell	-170	Closed	-$6K	–	293
2015 Q3	$6K	Buy	+170	New	+$6.19K	﹤0.01%	228

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

D'Orazio & Associates's MS Position: Q1 2026 in Review

D'Orazio & Associates reduced its Morgan Stanley (MS) stake by 0.11% in Q1 2026, selling an estimated $346 and leaving 1,824 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #195.

D'Orazio & Associates first reported a position in MS in Q3 2015 and has held it in 8 quarters since. The position peaked at $324K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

D'Orazio & Associates held 1,824 shares of Morgan Stanley worth $300K as of Q1 2026.
D'Orazio & Associates sold 2 Morgan Stanley shares in Q1 2026, an estimated $346.
Morgan Stanley made up 0.04% of D'Orazio & Associates's portfolio in Q1 2026, its #195 holding.
D'Orazio & Associates first reported a position in Morgan Stanley in Q3 2015 and has held it in 8 quarters since.
D'Orazio & Associates's Morgan Stanley position peaked at $324K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.