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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Orrstown Financial Services's MS Position: Q2 2026 in Review

Orrstown Financial Services held its Morgan Stanley (MS) position steady in Q2 2026 at 1,434 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #108.

Orrstown Financial Services first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $619K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Orrstown Financial Services held 1,434 shares of Morgan Stanley worth $300K as of Q2 2026.
  • Orrstown Financial Services left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.04% of Orrstown Financial Services's portfolio in Q2 2026, its #108 holding.
  • Orrstown Financial Services first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • Orrstown Financial Services's Morgan Stanley position peaked at $619K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.