Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,536,444
+$275,838 QoQ
Shares Held
7,350
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,203
of 2,723 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Orion Capital Management LLC holds $1,826,426 across 5 Capital Markets names. MS ranks #1 (84.1% of the industry book) .
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,536,444 | 7,350 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,260,606 | 7,660 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,359,879 | 7,660 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,225,581 | 7,710 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,093,073 | 7,760 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $978,861 | 8,390 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,063,591 | 8,460 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $911,057 | 8,740 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $815,424 | 8,390 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $832,751 | 8,844 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $796,728 | 8,544 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $573,241 | 7,019 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $377,468 | 4,420 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $17,560 | 200 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $17,004 | 200 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $15,802 | 200 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $22,818 | 300 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $26,220 | 300 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $19,632 | 200 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||