OWP
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ORG Wealth Partners’s Morgan Stanley MS Stock Holding History

ORG Wealth 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
2026
Q1 		$84.6K Hold
514
– – 0.02% 296
2025
Q4 		$91.2K Sell
514
-1,166
-69% -$194K 0.02% 284
2025
Q3 		$267K Buy
1,680
+927
+123% +$137K 0.06% 174
2025
Q2 		$106K Sell
753
-80
-10% -$9.83K 0.03% 233
2025
Q1 		$96.4K Buy
833
+803
+2,677% +$103K 0.03% 256
2024
Q4 		$3.77K Buy
+30
New +$3.69K ﹤0.01% 444

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ORG Wealth Partners's MS Position: Q1 2026 in Review

ORG Wealth Partners held its Morgan Stanley (MS) position steady in Q1 2026 at 514 shares worth $84.6K. The position accounts for 0.02% of the portfolio, ranked #296.

ORG Wealth Partners first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $267K in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • ORG Wealth Partners held 514 shares of Morgan Stanley worth $84.6K as of Q1 2026.
  • ORG Wealth Partners left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.02% of ORG Wealth Partners's portfolio in Q1 2026, its #296 holding.
  • ORG Wealth Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • ORG Wealth Partners's Morgan Stanley position peaked at $267K in Q3 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.