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O'Rourke & Company’s Morgan Stanley MS Stock Holding History

O'Rourke & Company’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 		$617K Buy
2,951
+2
+0.1% +$396 0.22% 98
2026
Q1 		$485K Buy
2,949
+5
+0.2% +$866 0.19% 102
2025
Q4 		$523K Buy
2,944
+7
+0.2% +$1.17K 0.2% 100
2025
Q3 		$467K Sell
2,937
-47
-2% -$6.94K 0.2% 100
2025
Q2 		$420K Sell
2,984
-67
-2% -$8.23K 0.2% 101
2025
Q1 		$356K Buy
3,051
+11
+0.4% +$1.42K 0.18% 115
2024
Q4 		$382K Buy
3,040
+4
+0.1% +$493 0.19% 103
2024
Q3 		$316K Sell
3,036
-2
-0.1% -$201 0.16% 115
2024
Q2 		$295K Buy
3,038
+11
+0.4% +$1.05K 0.17% 115
2024
Q1 		$285K Buy
3,027
+14
+0.5% +$1.23K 0.17% 119
2023
Q4 		$281K Buy
3,013
+19
+0.6% +$1.52K 0.18% 110
2023
Q3 		$245K Buy
2,994
+16
+0.5% +$1.39K 0.18% 117
2023
Q2 		$254K Buy
2,978
+16
+0.5% +$1.37K 0.18% 119
2023
Q1 		$260K Sell
2,962
-150
-5% -$14K 0.2% 114
2022
Q4 		$265K Buy
3,112
+103
+3% +$8.78K 0.21% 108
2022
Q3 		$238K Buy
3,009
+12
+0.4% +$1.01K 0.21% 102
2022
Q2 		$228K Sell
2,997
-37
-1% -$3.03K 0.19% 104
2022
Q1 		$265K Buy
3,034
+9
+0.3% +$868 0.18% 103
2021
Q4 		$297K Buy
+3,025
New +$301K 0.2% 98

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

O'Rourke & Company's MS Position: Q2 2026 in Review

O'Rourke & Company increased its Morgan Stanley (MS) stake by 0.07% in Q2 2026, buying an estimated $396 and bringing the position to 2,951 shares worth $617K. The position accounts for 0.22% of the portfolio, ranked #98.

O'Rourke & Company first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • O'Rourke & Company held 2,951 shares of Morgan Stanley worth $617K as of Q2 2026.
  • O'Rourke & Company bought 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.22% of O'Rourke & Company's portfolio in Q2 2026, its #98 holding.
  • O'Rourke & Company first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.