Morgan Stanley
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Morgan Stanley’s Orchestra BioMed OBIO Stock Holding History

Morgan Stanley’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$126K Sell
29,160
-6,479
-18% -$26.5K ﹤0.01% 6159
2026
Q1 		$151K Sell
35,639
-46,212
-56% -$197K ﹤0.01% 5987
2025
Q4 		$340K Buy
81,851
+71,528
+693% +$289K ﹤0.01% 5701
2025
Q3 		$25.6K Sell
10,323
-3,059
-23% -$8.44K ﹤0.01% 6607
2025
Q2 		$35.9K Sell
13,382
-18,752
-58% -$54.7K ﹤0.01% 6471
2025
Q1 		$138K Sell
32,134
-19,497
-38% -$96.9K ﹤0.01% 5876
2024
Q4 		$207K Sell
51,631
-7,939
-13% -$42.6K ﹤0.01% 5772
2024
Q3 		$306K Buy
59,570
+37,074
+165% +$242K ﹤0.01% 5598
2024
Q2 		$183K Buy
22,496
+3,824
+20% +$22.2K ﹤0.01% 5722
2024
Q1 		$98.4K Sell
18,672
-7,109
-28% -$48.2K ﹤0.01% 5996
2023
Q4 		$235K Buy
25,781
+8,517
+49% +$58.1K ﹤0.01% 5637
2023
Q3 		$151K Buy
17,264
+14,236
+470% +$95.7K ﹤0.01% 5703
2023
Q2 		$21.2K Buy
3,028
+2,428
+405% +$36.8K ﹤0.01% 6548
2023
Q1 		$11.7K Buy
+600
New +$6.95K ﹤0.01% 6829
2022
Q4 		– Sell
-100
Closed -$1K – 7942
2022
Q3 		$1K Sell
100
-557
-85% -$5.52K ﹤0.01% 7585
2022
Q2 		$7K Hold
657
– – ﹤0.01% 7324
2022
Q1 		$7K Hold
657
– – ﹤0.01% 7507
2021
Q4 		$7K Hold
657
– – ﹤0.01% 7571
2021
Q3 		$6K Hold
657
– – ﹤0.01% 7452
2021
Q2 		$7K Hold
657
– – ﹤0.01% 7319
2021
Q1 		$7K Buy
+657
New +$8K ﹤0.01% 7038

Other funds holding OBIO

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Morgan Stanley's OBIO Position: Q2 2026 in Review

Morgan Stanley reduced its Orchestra BioMed (OBIO) stake by 18% in Q2 2026, selling an estimated $26.5K and leaving 29,160 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #6159.

Morgan Stanley first reported a position in OBIO in Q1 2021 and has held it in 21 quarters since. The position peaked at $340K in Q4 2025. 77 funds tracked by Wall St. Rank hold OBIO as of Q2 2026.

  • Morgan Stanley held 29,160 shares of Orchestra BioMed worth $126K as of Q2 2026.
  • Morgan Stanley sold 6,479 Orchestra BioMed shares in Q2 2026, an estimated $26.5K.
  • Orchestra BioMed made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6159 holding.
  • Morgan Stanley first reported a position in Orchestra BioMed in Q1 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Orchestra BioMed position peaked at $340K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Orchestra BioMed as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.