Orange Investment Advisors, Inc.

Position in MS — Morgan Stanley

CIK 943442 GOSHEN, NY

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$8,297,006

+$1,097,398 QoQ

Shares Held

39,691

-9.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#613

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Financial Services · as of Jun 30, 2026

Orange Investment Advisors, Inc. holds $17,949,577 across 3 Capital Markets names. MS ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	39,691	$8,297,006
2	SCHW	Schwab Charles Corp	53,830	$4,966,894
3	GS	Goldman Sachs Group Inc	4,633	$4,685,677

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,297,006	39,691	-9.3%	Shares	Sole	2026-07-21
2026-03-31	$7,199,608	43,748	-16.5%	Shares	Sole	2026-04-22
2025-12-31	$9,300,441	52,388	-18.3%	Shares	Sole	2026-02-06
2025-09-30	$10,194,104	64,130	-4.2%	Shares	Sole	2025-10-16
2025-06-30	$9,428,604	66,936	-2.2%	Shares	Sole	2025-07-21
2025-03-31	$7,987,111	68,459	-1.1%	Shares	Sole	2025-04-11
2024-12-31	$8,704,475	69,237	-7.6%	Shares	Sole	2025-01-10
2024-09-30	$7,813,830	74,960	-0.9%	Shares	Sole	2024-10-25
2024-06-30	$7,353,298	75,659	-11.5%	Shares	Sole	2024-07-02
2024-03-31	$8,049,644	85,489	+32.2%	Shares	Sole	2024-04-12
2023-12-31	$6,031,316	64,679	-1.9%	Shares	Sole	2024-01-12
2023-09-30	$5,384,503	65,930	+2.0%	Shares	Sole	2023-10-27
2023-06-30	$5,521,622	64,656	+11.1%	Shares	Sole	2023-07-17
2023-03-31	$5,111,189	58,214	+10.9%	Shares	Sole	2023-04-06
2022-12-31	$4,463,039	52,494	+3.9%	Shares	Sole	2023-02-01
2022-09-30	$3,992,533	50,532	+2.7%	Shares	Sole	2022-10-11
2022-06-30	$3,741,467	49,191	-5.9%	Shares	Sole	2022-07-18
2022-03-31	$4,571,020	52,300	-2.4%	Shares	Sole	2022-04-20
2021-12-31	$5,260,688	53,593	+1.4%	Shares	Sole	2022-01-24
2021-09-30	$5,141,179	52,833	+5.9%	Shares	Sole	2021-10-26
2021-06-30	$4,575,606	49,903	+1.7%	Shares	Sole	2021-07-07
2021-03-31	$3,809,455	49,053	-0.8%	Shares	Sole	2021-04-23
2020-12-31	$3,387,437	49,430	+17.2%	Shares	Sole	2021-01-15
2020-09-30	$2,038,919	42,170	+14.0%	Shares	Sole	2020-10-13
2020-06-30	$1,787,341	37,005	+1.6%	Shares	Sole	2020-07-07
2020-03-31	$1,238,484	36,426	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.