Morgan Stanley
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Morgan Stanley’s Orion Energy Systems OESX Stock Holding History

Morgan Stanley’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.67K Hold
877
– – ﹤0.01% 7026
2025
Q4 		$13.5K Buy
877
+409
+87% +$5.23K ﹤0.01% 6820
2025
Q3 		$4.1K Sell
468
-4,076
-90% -$28.5K ﹤0.01% 7145
2025
Q2 		$27.3K Buy
4,544
+1,695
+59% +$11.5K ﹤0.01% 6551
2025
Q1 		$20.5K Hold
2,849
– – ﹤0.01% 6567
2024
Q4 		$22.8K Hold
2,849
– – ﹤0.01% 6531
2024
Q3 		$24.4K Hold
2,849
– – ﹤0.01% 6443
2024
Q2 		$31.6K Buy
2,849
+2,380
+507% +$23.3K ﹤0.01% 6321
2024
Q1 		$4.08K Sell
469
-470
-50% -$4.63K ﹤0.01% 6937
2023
Q4 		$8.14K Buy
939
+470
+100% +$4.63K ﹤0.01% 6884
2023
Q3 		$5.9K Hold
469
– – ﹤0.01% 6874
2023
Q2 		$7.64K Hold
469
– – ﹤0.01% 6896
2023
Q1 		$9.51K Hold
469
– – ﹤0.01% 6903
2022
Q4 		$8.53K Sell
469
-589
-56% -$10.9K ﹤0.01% 6990
2022
Q3 		$16K Sell
1,058
-1,852
-64% -$32.8K ﹤0.01% 6890
2022
Q2 		$59K Sell
2,910
-31,628
-92% -$778K ﹤0.01% 6540
2022
Q1 		$967K Sell
34,538
-18,874
-35% -$606K ﹤0.01% 5020
2021
Q4 		$1.93M Sell
53,412
-693
-1% -$26.8K ﹤0.01% 4619
2021
Q3 		$2.11M Sell
54,105
-14,339
-21% -$662K ﹤0.01% 4527
2021
Q2 		$3.92M Buy
68,444
+33,994
+99% +$2.06M ﹤0.01% 4033
2021
Q1 		$2.4M Buy
34,450
+24,847
+259% +$2.32M ﹤0.01% 4124
2020
Q4 		$947K Buy
9,603
+8,548
+810% +$739K ﹤0.01% 4698
2020
Q3 		$80K Sell
1,055
-232
-18% -$12.6K ﹤0.01% 5528
2020
Q2 		$45K Buy
1,287
+1,015
+373% +$41.5K ﹤0.01% 5714
2020
Q1 		$10K Sell
272
-9,791
-97% -$429K ﹤0.01% 6016
2019
Q4 		$337K Hold
10,063
– – ﹤0.01% 5148
2019
Q3 		$287K Buy
10,063
+1,777
+21% +$50.8K ﹤0.01% 4950
2019
Q2 		$246K Buy
8,286
+8,236
+16,472% +$164K ﹤0.01% 4942
2019
Q1 		$0 Buy
+50
New +$461 ﹤0.01% 6669
2018
Q2 		– Sell
-101
Closed -$1K – 6719
2018
Q1 		$1K Buy
+101
New +$852 ﹤0.01% 6547
2017
Q3 		– Sell
-131
Closed -$2K – 6582
2017
Q2 		$2K Sell
131
-2,679
-95% -$39.7K ﹤0.01% 6459
2017
Q1 		$56K Sell
2,810
-188
-6% -$3.75K ﹤0.01% 5796
2016
Q4 		$65K Buy
2,998
+2,868
+2,206% +$49.9K ﹤0.01% 5683
2016
Q3 		$2K Sell
130
-1,001
-89% -$13.4K ﹤0.01% 6367
2016
Q2 		$13K Sell
1,131
-100
-8% -$1.35K ﹤0.01% 5986
2016
Q1 		$17K Sell
1,231
-31
-2% -$509 ﹤0.01% 5973
2015
Q4 		$28K Sell
1,262
-4,379
-78% -$89K ﹤0.01% 5927
2015
Q3 		$102K Buy
5,641
+1,050
+23% +$22.2K ﹤0.01% 5417
2015
Q2 		$115K Sell
4,591
-752
-14% -$22K ﹤0.01% 5514
2015
Q1 		$168K Sell
5,343
-2,440
-31% -$100K ﹤0.01% 5285
2014
Q4 		$428K Sell
7,783
-4,016
-34% -$202K ﹤0.01% 4775
2014
Q3 		$631K Sell
11,799
-4,595
-28% -$224K ﹤0.01% 4408
2014
Q2 		$667K Buy
16,394
+479
+3% +$23.5K ﹤0.01% 4370
2014
Q1 		$1.15M Buy
15,915
+9,568
+151% +$601K ﹤0.01% 3870
2013
Q4 		$431K Buy
6,347
+4,318
+213% +$229K ﹤0.01% 4553
2013
Q3 		$76K Buy
2,029
+938
+86% +$32K ﹤0.01% 5145
2013
Q2 		$27K Buy
+1,091
New +$25.7K ﹤0.01% 5256

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley's OESX Position: Q1 2026 in Review

Morgan Stanley held its Orion Energy Systems (OESX) position steady in Q1 2026 at 877 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #7026.

Morgan Stanley first reported a position in OESX in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.92M in Q2 2021. 36 funds tracked by Wall St. Rank hold OESX as of Q1 2026.

  • Morgan Stanley held 877 shares of Orion Energy Systems worth $7.67K as of Q1 2026.
  • Morgan Stanley left its Orion Energy Systems share count unchanged in Q1 2026.
  • Orion Energy Systems made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7026 holding.
  • Morgan Stanley first reported a position in Orion Energy Systems in Q2 2013 and has held it in 47 quarters since.
  • Morgan Stanley's Orion Energy Systems position peaked at $3.92M in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.