Orrstown Financial Services
MS icon

Orrstown Financial Services’s Morgan Stanley MS Stock Holding History

Orrstown Financial Services’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
Q3 		$244K Sell
1,296
-138
-10% -$29.3K 0.04% 115
2026
Q2 		$300K Hold
1,434
– – 0.04% 108
2026
Q1 		$236K Sell
1,434
-1,104
-43% -$191K 0.04% 115
2025
Q4 		$451K Hold
2,538
– – 0.08% 99
2025
Q3 		$403K Sell
2,538
-1,857
-42% -$274K 0.07% 108
2025
Q2 		$619K Buy
4,395
+1,711
+64% +$210K 0.13% 84
2025
Q1 		$313K Sell
2,684
-786
-23% -$101K 0.07% 106
2024
Q4 		$436K Sell
3,470
-50
-1% -$6.16K 0.12% 97
2024
Q3 		$367K Buy
+3,520
New +$354K 0.11% 106

Other funds holding MS

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Geode Capital Management
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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Orrstown Financial Services's MS Position: Q3 2026 in Review

Orrstown Financial Services reduced its Morgan Stanley (MS) stake by 9.6% in Q3 2026, selling an estimated $29.3K and leaving 1,296 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #115.

Orrstown Financial Services first reported a position in MS in Q3 2024 and has held it in 9 quarters since. The position peaked at $619K in Q2 2025. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Orrstown Financial Services held 1,296 shares of Morgan Stanley worth $244K as of Q3 2026.
  • Orrstown Financial Services sold 138 Morgan Stanley shares in Q3 2026, an estimated $29.3K.
  • Morgan Stanley made up 0.04% of Orrstown Financial Services's portfolio in Q3 2026, its #115 holding.
  • Orrstown Financial Services first reported a position in Morgan Stanley in Q3 2024 and has held it in 9 quarters since.
  • Orrstown Financial Services's Morgan Stanley position peaked at $619K in Q2 2025.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Orrstown Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.