Orca Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $777K | Hold |
4,720
| – | – | 0.66% | 38 |
|
|
2025
Q4 | $838K | Sell |
4,720
-73
| -2% | -$12.2K | 0.66% | 36 |
|
|
2025
Q3 | $762K | Hold |
4,793
| – | – | 0.62% | 40 |
|
|
2025
Q2 | $675K | Sell |
4,793
-6
| -0.1% | -$737 | 0.61% | 40 |
|
|
2025
Q1 | $560K | Hold |
4,799
| – | – | 0.56% | 40 |
|
|
2024
Q4 | $603K | Sell |
4,799
-655
| -12% | -$80.7K | 0.57% | 38 |
|
|
2024
Q3 | $569K | Sell |
5,454
-583
| -10% | -$58.7K | 0.51% | 43 |
|
|
2024
Q2 | $587K | Sell |
6,037
-29
| -0.5% | -$2.76K | 0.56% | 39 |
|
|
2024
Q1 | $571K | Sell |
6,066
-856
| -12% | -$75.4K | 0.53% | 41 |
|
|
2023
Q4 | $645K | Hold |
6,922
| – | – | 0.62% | 41 |
|
|
2023
Q3 | $565K | Hold |
6,922
| – | – | 0.63% | 42 |
|
|
2023
Q2 | $591K | Hold |
6,922
| – | – | 0.64% | 42 |
|
|
2023
Q1 | $608K | Hold |
6,922
| – | – | 0.74% | 40 |
|
|
2022
Q4 | $589K | Buy |
6,922
+16
| +0.2% | +$1.36K | 0.75% | 38 |
|
|
2022
Q3 | $546K | Sell |
6,906
-254
| -4% | -$21.4K | 0.71% | 39 |
|
|
2022
Q2 | $545K | Hold |
7,160
| – | – | 0.5% | 42 |
|
|
2022
Q1 | $626K | Hold |
7,160
| – | – | 0.51% | 43 |
|
|
2021
Q4 | $703K | Sell |
7,160
-354
| -5% | -$35.3K | 0.58% | 42 |
|
|
2021
Q3 | $731K | Sell |
7,514
-1,052
| -12% | -$104K | 0.64% | 41 |
|
|
2021
Q2 | $785K | Sell |
8,566
-1,747
| -17% | -$150K | 0.71% | 41 |
|
|
2021
Q1 | $801K | Hold |
10,313
| – | – | 0.83% | 37 |
|
|
2020
Q4 | $707K | Buy |
+10,313
| New | +$592K | 0.74% | 40 |
|
|
2019
Q3 | $494K | Hold |
11,587
| – | – | 0.58% | 51 |
|
|
2019
Q2 | $508K | Sell |
11,587
-195
| -2% | -$8.7K | 0.57% | 50 |
|
|
2019
Q1 | $497K | Hold |
11,782
| – | – | 0.57% | 47 |
|
|
2018
Q4 | $467K | Hold |
11,782
| – | – | 0.6% | 46 |
|
|
2018
Q3 | $549K | Sell |
11,782
-698
| -6% | -$34.1K | 0.55% | 49 |
|
|
2018
Q2 | $592K | Sell |
12,480
-338
| -3% | -$17.7K | 0.63% | 49 |
|
|
2018
Q1 | $692K | Sell |
12,818
-7,655
| -37% | -$424K | 0.79% | 46 |
|
|
2017
Q4 | $1.07M | Hold |
20,473
| – | – | 0.94% | 44 |
|
|
2017
Q3 | $986K | Hold |
20,473
| – | – | 0.87% | 45 |
|
|
2017
Q2 | $912K | Hold |
20,473
| – | – | 0.85% | 43 |
|
|
2017
Q1 | $877K | Hold |
20,473
| – | – | 0.8% | 44 |
|
|
2016
Q4 | $865K | Buy |
20,473
+566
| +3% | +$21.4K | 0.84% | 40 |
|
|
2016
Q3 | $638K | Hold |
19,907
| – | – | 0.67% | 40 |
|
|
2016
Q2 | $517K | Sell |
19,907
-391
| -2% | -$10.2K | 0.51% | 49 |
|
|
2016
Q1 | $508K | Hold |
20,298
| – | – | 0.57% | 45 |
|
|
2015
Q4 | $646K | Buy |
20,298
+429
| +2% | +$14.3K | 0.71% | 42 |
|
|
2015
Q3 | $626K | Hold |
19,869
| – | – | 0.77% | 40 |
|
|
2015
Q2 | $771K | Buy |
+19,869
| New | +$756K | 0.71% | 43 |
|
Other funds holding MS
VCM
VPM
Orca Investment Management's MS Position: Q1 2026 in Review
Orca Investment Management held its Morgan Stanley (MS) position steady in Q1 2026 at 4,720 shares worth $777K. The position accounts for 0.66% of the portfolio, ranked #38.
Orca Investment Management first reported a position in MS in Q2 2015 and has held it in 40 quarters since. The position peaked at $1.07M in Q4 2017. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Orca Investment Management held 4,720 shares of Morgan Stanley worth $777K as of Q1 2026.
- Orca Investment Management left its Morgan Stanley share count unchanged in Q1 2026.
- Morgan Stanley made up 0.66% of Orca Investment Management's portfolio in Q1 2026, its #38 holding.
- Orca Investment Management first reported a position in Morgan Stanley in Q2 2015 and has held it in 40 quarters since.
- Orca Investment Management's Morgan Stanley position peaked at $1.07M in Q4 2017.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.