Orca Wealth Management’s Morgan Stanley MS Stock Holding History

Orca Wealth Management’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	$216K	Buy	+1,033	New	+$205K	0.13%	79

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Orca Wealth Management's MS Position: Q2 2026 in Review

Orca Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,033 shares worth $216K. The stake represents 0.13% of the portfolio and ranks #79 among its holdings.

1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Orca Wealth Management held 1,033 shares of Morgan Stanley worth $216K as of Q2 2026.
Morgan Stanley was a new Orca Wealth Management position in Q2 2026.
Morgan Stanley made up 0.13% of Orca Wealth Management's portfolio in Q2 2026, its #79 holding.
1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.