Morgan Stanley
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Morgan Stanley’s Tiptree Inc TIPT Stock Holding History

Morgan Stanley’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.67M Sell
275,740
-15,336
-5% -$262K ﹤0.01% 4186
2025
Q4 		$5.32M Buy
291,076
+111,581
+62% +$2.03M ﹤0.01% 4125
2025
Q3 		$3.44M Sell
179,495
-36,782
-17% -$819K ﹤0.01% 4431
2025
Q2 		$5.1M Buy
216,277
+46,116
+27% +$1.03M ﹤0.01% 4053
2025
Q1 		$4.1M Buy
170,161
+11,621
+7% +$247K ﹤0.01% 4093
2024
Q4 		$3.31M Buy
158,540
+30,748
+24% +$644K ﹤0.01% 4321
2024
Q3 		$2.5M Buy
127,792
+40,833
+47% +$758K ﹤0.01% 4489
2024
Q2 		$1.43M Sell
86,959
-1,761
-2% -$29.4K ﹤0.01% 4770
2024
Q1 		$1.53M Sell
88,720
-98,202
-53% -$1.76M ﹤0.01% 4722
2023
Q4 		$3.54M Buy
186,922
+131,004
+234% +$2.27M ﹤0.01% 4598
2023
Q3 		$937K Sell
55,918
-24,046
-30% -$382K ﹤0.01% 4841
2023
Q2 		$1.2M Buy
79,964
+34,984
+78% +$487K ﹤0.01% 4729
2023
Q1 		$655K Buy
44,980
+21,715
+93% +$330K ﹤0.01% 5101
2022
Q4 		$322K Buy
23,265
+6,950
+43% +$89.5K ﹤0.01% 5457
2022
Q3 		$175K Sell
16,315
-16,435
-50% -$187K ﹤0.01% 5794
2022
Q2 		$348K Buy
32,750
+20,590
+169% +$231K ﹤0.01% 5603
2022
Q1 		$156K Sell
12,160
-4,256
-26% -$54.8K ﹤0.01% 6051
2021
Q4 		$227K Buy
16,416
+627
+4% +$8.78K ﹤0.01% 5998
2021
Q3 		$159K Buy
15,789
+8,392
+113% +$82.1K ﹤0.01% 6113
2021
Q2 		$68K Buy
7,397
+7,251
+4,966% +$76.5K ﹤0.01% 6530
2021
Q1 		$1K Sell
146
-66,296
-100% -$383K ﹤0.01% 7384
2020
Q4 		$334K Buy
66,442
+58,074
+694% +$301K ﹤0.01% 5304
2020
Q3 		$41K Sell
8,368
-22
-0.3% -$119 ﹤0.01% 5792
2020
Q2 		$55K Sell
8,390
-3,377
-29% -$19.8K ﹤0.01% 5650
2020
Q1 		$61K Sell
11,767
-32,664
-74% -$220K ﹤0.01% 5389
2019
Q4 		$362K Buy
44,431
+23,911
+117% +$183K ﹤0.01% 5107
2019
Q3 		$151K Buy
20,520
+13,680
+200% +$92.4K ﹤0.01% 5275
2019
Q2 		$42K Sell
6,840
-2,600
-28% -$16K ﹤0.01% 5680
2019
Q1 		$59K Sell
9,440
-47,352
-83% -$284K ﹤0.01% 5598
2018
Q4 		$317K Sell
56,792
-10,676
-16% -$61.3K ﹤0.01% 5072
2018
Q3 		$442K Sell
67,468
-4,294
-6% -$28.6K ﹤0.01% 5064
2018
Q2 		$488K Buy
71,762
+6,502
+10% +$42K ﹤0.01% 5117
2018
Q1 		$415K Buy
65,260
+10,917
+20% +$66.2K ﹤0.01% 5109
2017
Q4 		$324K Buy
54,343
+14,151
+35% +$92.3K ﹤0.01% 5215
2017
Q3 		$252K Buy
40,192
+16,443
+69% +$107K ﹤0.01% 5237
2017
Q2 		$168K Sell
23,749
-8,010
-25% -$54.2K ﹤0.01% 5425
2017
Q1 		$232K Sell
31,759
-35,957
-53% -$236K ﹤0.01% 5255
2016
Q4 		$416K Buy
67,716
+61,354
+964% +$381K ﹤0.01% 5037
2016
Q3 		$38K Buy
6,362
+1,619
+34% +$8.9K ﹤0.01% 5697
2016
Q2 		$25K Buy
4,743
+2,481
+110% +$13.5K ﹤0.01% 5778
2016
Q1 		$13K Sell
2,262
-2,232
-50% -$13.2K ﹤0.01% 6054
2015
Q4 		$28K Buy
4,494
+1,709
+61% +$11.5K ﹤0.01% 5929
2015
Q3 		$18K Buy
2,785
+1,246
+81% +$7.81K ﹤0.01% 6077
2015
Q2 		$12K Buy
+1,539
New +$10.4K ﹤0.01% 6267
2015
Q1 		– Sell
-40
Closed – – 6649
2014
Q4 		$0 Buy
+40
New +$308 ﹤0.01% 6665
2014
Q3 		– Sell
-10,641
Closed -$93K – 6660
2014
Q2 		$93K Buy
10,641
+10,624
+62,494% +$98.2K ﹤0.01% 5534
2014
Q1 		$0 Buy
+17
New +$127 ﹤0.01% 6544

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley's TIPT Position: Q1 2026 in Review

Morgan Stanley reduced its Tiptree Inc (TIPT) stake by 5.3% in Q1 2026, selling an estimated $262K and leaving 275,740 shares worth $4.67M. The position accounts for ﹤0.01% of the portfolio, ranked #4186.

Morgan Stanley first reported a position in TIPT in Q1 2014 and has held it in 47 quarters since. The position peaked at $5.32M in Q4 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Morgan Stanley held 275,740 shares of Tiptree Inc worth $4.67M as of Q1 2026.
  • Morgan Stanley sold 15,336 Tiptree Inc shares in Q1 2026, an estimated $262K.
  • Tiptree Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4186 holding.
  • Morgan Stanley first reported a position in Tiptree Inc in Q1 2014 and has held it in 47 quarters since.
  • Morgan Stanley's Tiptree Inc position peaked at $5.32M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.