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ORG Partners’s Morgan Stanley MS Stock Holding History

ORG Partners’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
2025
Q4 		$96K Buy
541
+24
+5% +$4K 0.02% 475
2025
Q3 		$82.2K Buy
517
+100
+24% +$14.8K 0.02% 500
2025
Q2 		$58.8K Buy
417
+115
+38% +$14.1K 0.01% 510
2025
Q1 		$35K Buy
302
+128
+74% +$16.5K 0.01% 562
2024
Q4 		$21.9K Sell
174
-34
-16% -$4.19K ﹤0.01% 726
2024
Q3 		$21.7K Sell
208
-31
-13% -$3.12K ﹤0.01% 662
2024
Q2 		$23.8K Buy
239
+120
+101% +$11.4K ﹤0.01% 1019
2024
Q1 		$11.1K Sell
119
-225
-65% -$19.8K 0.02% 271
2023
Q4 		$32.1K Sell
344
-51
-13% -$4.08K 0.01% 607
2023
Q3 		$32.3K Sell
395
-175
-31% -$15.2K 0.01% 600
2023
Q2 		$49K Buy
+570
New +$48.7K 0.01% 666

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ORG Partners's MS Position: Q4 2025 in Review

ORG Partners increased its Morgan Stanley (MS) stake by 4.6% in Q4 2025, buying an estimated $4K and bringing the position to 541 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #475.

ORG Partners first reported a position in MS in Q2 2023 and has held it in 11 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • ORG Partners held 541 shares of Morgan Stanley worth $96K as of Q4 2025.
  • ORG Partners bought 24 Morgan Stanley shares in Q4 2025, an estimated $4K.
  • Morgan Stanley made up 0.02% of ORG Partners's portfolio in Q4 2025, its #475 holding.
  • ORG Partners first reported a position in Morgan Stanley in Q2 2023 and has held it in 11 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.