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MS
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Position history for Corient Private Wealth LLC's holdings in MORGAN STANLEY

Corient Private Wealth LLC holds 1.7M shares of MS (MORGAN STANLEY), worth $276.9M as of 2026-Q1. The position was decreased (-46.0% shares). MS represents 0.4% of Corient Private Wealth LLC's portfolio.

Current Value

$276.9M

Current Shares

1.7M

Total Value Change

+$112.7M

Total Shares Change

-4,080

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.7M
-46.0%
$276.9M0.4%$165.95
0
2025-Q4
Increased
3.1M
+142.4%
$511.7M0.7%$178.10
71
2025-Q3
Increased
1.3M
+2.6%
$200.8M0.3%$159.31
37
2025-Q2
Decreased
1.3M
-0.2%
$176.8M0.2%$138.11
0
2025-Q1
Decreased
1.3M
-1.8%
$146.2M0.2%$112.32
0
2024-Q4
Decreased
1.3M
-32.8%
$160.6M0.3%$121.65
0
2024-Q3
Increased
1.9M
+12.7%
$198.2M0.3%$99.93
41
2024-Q2
Decreased
1.7M
-9.0%
$164.3M0.3%$92.46
0

Other major holders of MS: MITSUBISHI UFJ FINANCIAL GROUP INC

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