Morgan Stanley’s Oriental Rise Holdings ORIS Stock Holding History

Morgan Stanley’s Portfolio ORIS Stock Details ORIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-363	Closed	-$36K	–	8315
2025 Q1	$36K	Buy	+363	New	+$37.9K	﹤0.01%	6377

Other funds holding ORIS

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Morgan Stanley's ORIS Position: Q2 2025 in Review

Morgan Stanley sold out of Oriental Rise Holdings (ORIS) in Q2 2025, closing a stake of 363 shares — an estimated $36K sold.

Morgan Stanley first reported a position in ORIS in Q1 2025 and held it in 1 quarter. The position peaked at $36K in Q1 2025. 5 funds tracked by Wall St. Rank hold ORIS as of Q2 2025.

Morgan Stanley reported no remaining Oriental Rise Holdings position as of Q2 2025 after selling out during the quarter.
Morgan Stanley sold 363 Oriental Rise Holdings shares in Q2 2025, an estimated $36K.
Morgan Stanley first reported a position in Oriental Rise Holdings in Q1 2025 and held it in 1 quarter.
Morgan Stanley's Oriental Rise Holdings position peaked at $36K in Q1 2025.
5 funds tracked by Wall St. Rank held Oriental Rise Holdings as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.