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Orion Capital Management’s Morgan Stanley MS Stock Holding History

Orion Capital 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 		$1.54M Sell
7,350
-310
-4% -$61.4K 0.48% 41
2026
Q1 		$1.26M Hold
7,660
– – 0.43% 37
2025
Q4 		$1.36M Sell
7,660
-50
-0.6% -$8.34K 0.46% 36
2025
Q3 		$1.23M Sell
7,710
-50
-0.6% -$7.38K 0.43% 40
2025
Q2 		$1.09M Sell
7,760
-630
-8% -$77.4K 0.42% 43
2025
Q1 		$979K Sell
8,390
-70
-0.8% -$9.02K 0.41% 43
2024
Q4 		$1.06M Sell
8,460
-280
-3% -$34.5K 0.47% 43
2024
Q3 		$911K Buy
8,740
+350
+4% +$35.2K 0.44% 46
2024
Q2 		$815K Sell
8,390
-454
-5% -$43.2K 0.43% 45
2024
Q1 		$833K Buy
8,844
+300
+4% +$26.4K 0.44% 46
2023
Q4 		$797K Buy
8,544
+1,525
+22% +$122K 0.47% 45
2023
Q3 		$573K Buy
7,019
+2,599
+59% +$226K 0.37% 57
2023
Q2 		$377K Buy
4,420
+4,220
+2,110% +$361K 0.25% 82
2023
Q1 		$17.6K Hold
200
– – 0.01% 340
2022
Q4 		$17K Hold
200
– – 0.01% 286
2022
Q3 		$16K Sell
200
-100
-33% -$8.43K 0.01% 285
2022
Q2 		$23K Hold
300
– – 0.02% 252
2022
Q1 		$26K Buy
300
+100
+50% +$9.65K 0.02% 251
2021
Q4 		$20K Buy
+200
New +$19.9K 0.01% 257

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Orion Capital Management's MS Position: Q2 2026 in Review

Orion Capital Management reduced its Morgan Stanley (MS) stake by 4% in Q2 2026, selling an estimated $61.4K and leaving 7,350 shares worth $1.54M. The position accounts for 0.48% of the portfolio, ranked #41.

Orion Capital Management first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Orion Capital Management held 7,350 shares of Morgan Stanley worth $1.54M as of Q2 2026.
  • Orion Capital Management sold 310 Morgan Stanley shares in Q2 2026, an estimated $61.4K.
  • Morgan Stanley made up 0.48% of Orion Capital Management's portfolio in Q2 2026, its #41 holding.
  • Orion Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.