Orion Portfolio Solutions’s Morgan Stanley MS Stock Holding History

Orion Portfolio Solutions’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 Q1	$10.1M	Sell	86,418 -2,079	-2%	-$268K	0.1%	198
2024 Q4	$11.1M	Sell	88,497 -939	-1%	-$116K	0.11%	168
2024 Q3	$9.32M	Sell	89,436 -2,728	-3%	-$275K	0.09%	214
2024 Q2	$8.96M	Sell	92,164 -1,280	-1%	-$122K	0.09%	206
2024 Q1	$8.8M	Sell	93,444 -61	-0.1%	-$5.37K	0.09%	220
2023 Q4	$8.74M	Sell	93,505 -5,203	-5%	-$416K	0.1%	195
2023 Q3	$8.06M	Sell	98,708 -13,094	-12%	-$1.14M	0.1%	204
2023 Q2	$9.55M	Sell	111,802 -6,670	-6%	-$570K	0.1%	194
2023 Q1	$10.4M	Buy	118,472 +102,773	+655%	+$9.59M	0.13%	149
2022 Q4	$1.33M	Buy	15,699 +5,515	+54%	+$470K	0.05%	252
2022 Q3	$805K	Buy	10,184 +1,932	+23%	+$163K	0.03%	306
2022 Q2	$628K	Buy	8,252 +348	+4%	+$28.5K	0.03%	348
2022 Q1	$691K	Sell	7,904 -75	-0.9%	-$7.24K	0.02%	344
2021 Q4	$783K	Buy	7,979 +553	+7%	+$55.1K	0.03%	326
2021 Q3	$723K	Buy	7,426 +805	+12%	+$79.8K	0.03%	316
2021 Q2	$607K	Buy	6,621 +206	+3%	+$17.7K	0.02%	321
2021 Q1	$498K	Buy	6,415 +1,164	+22%	+$89.2K	0.02%	324
2020 Q4	$360K	Buy	5,251 +309	+6%	+$17.7K	0.02%	352
2020 Q3	$239K	Buy	4,942 +387	+8%	+$19.5K	0.01%	388
2020 Q2	$220K	Sell	4,555 -19	-0.4%	-$798	0.01%	385
2020 Q1	$156K	Buy	4,574 +1,311	+40%	+$61.7K	0.01%	362
2019 Q4	$167K	Buy	+3,263	New	+$154K	0.01%	336

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return