Morgan Stanley shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $10M | 86k | 116.67 |
| 2024-12-31 | $11M | 89k | 125.72 |
| 2024-09-30 | $9.3M | 89k | 104.24 |
| 2024-03-31 | $8.8M | 93k | 94.16 |
| 2023-12-31 | $8.7M | 94k | 93.51 |
| 2023-09-30 | $8.1M | 99k | 81.67 |
| 2023-06-30 | $9.5M | 94k | 101.63 |
| 2023-03-31 | $326k | 3.7k | 87.81 |
| 2022-12-31 | $1.3M | 16k | 85.02 |
| 2022-09-30 | $805k | 10k | 79.05 |
| 2022-06-30 | $628k | 8.3k | 76.10 |
| 2022-03-31 | $691k | 7.9k | 87.42 |
| 2021-12-31 | $783k | 8.0k | 98.13 |
| 2021-09-30 | $723k | 7.4k | 97.36 |
| 2021-06-30 | $607k | 6.6k | 91.68 |
| 2021-03-31 | $498k | 6.4k | 77.63 |
| 2020-12-31 | $360k | 5.3k | 68.56 |
| 2020-09-30 | $239k | 4.9k | 48.36 |
| 2020-06-30 | $156k | 4.6k | 34.11 |
| 2020-03-31 | $156k | 4.6k | 34.11 |
| 2019-12-31 | $167k | 3.3k | 51.18 |