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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
Q2 		$390K Buy
1,866
+42
+2% +$8.32K 0.05% 172
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

D'Orazio & Associates's MS Position: Q2 2026 in Review

D'Orazio & Associates increased its Morgan Stanley (MS) stake by 2.3% in Q2 2026, buying an estimated $8.32K and bringing the position to 1,866 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #172.

D'Orazio & Associates first reported a position in MS in Q3 2015 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • D'Orazio & Associates held 1,866 shares of Morgan Stanley worth $390K as of Q2 2026.
  • D'Orazio & Associates bought 42 Morgan Stanley shares in Q2 2026, an estimated $8.32K.
  • Morgan Stanley made up 0.05% of D'Orazio & Associates's portfolio in Q2 2026, its #172 holding.
  • D'Orazio & Associates first reported a position in Morgan Stanley in Q3 2015 and has held it in 9 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.