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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 $78.8B AUM 48.4% 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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Orion Portfolio Solutions's MS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Morgan Stanley (MS) stake by 2.3% in Q1 2025, selling an estimated $268K and leaving 86,418 shares worth $10.1M. The position accounts for 0.1% of the portfolio, ranked #198.

Orion Portfolio Solutions first reported a position in MS in Q4 2019 and has held it in 22 quarters since. The position peaked at $11.1M in Q4 2024. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Orion Portfolio Solutions held 86,418 shares of Morgan Stanley worth $10.1M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,079 Morgan Stanley shares in Q1 2025, an estimated $268K.
  • Morgan Stanley made up 0.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #198 holding.
  • Orion Portfolio Solutions first reported a position in Morgan Stanley in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Morgan Stanley position peaked at $11.1M in Q4 2024.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.