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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Orion Capital Management's MS Position: Q1 2026 in Review

Orion Capital Management held its Morgan Stanley (MS) position steady in Q1 2026 at 7,660 shares worth $1.26M. The position accounts for 0.43% of the portfolio, ranked #37.

Orion Capital Management first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Orion Capital Management held 7,660 shares of Morgan Stanley worth $1.26M as of Q1 2026.
Orion Capital Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.43% of Orion Capital Management's portfolio in Q1 2026, its #37 holding.
Orion Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
Orion Capital Management's Morgan Stanley position peaked at $1.36M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.