Morgan Stanley’s Top Wealth Group Holding Ltd TWG Stock Holding History

Morgan Stanley’s Portfolio TWG Stock Details TWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-111	Closed	-$763	–	8512
2025 Q3	$763	Sell	111 -1	-0.9%	-$8	﹤0.01%	7429
2025 Q2	$1.3K	Hold	112	–	–	﹤0.01%	7302
2025 Q1	$1.63K	Hold	112	–	–	﹤0.01%	7213
2024 Q4	$2.78K	Buy	+112	New	+$16.7K	﹤0.01%	7133

Other funds holding TWG

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley's TWG Position: Q4 2025 in Review

Morgan Stanley sold out of Top Wealth Group Holding Ltd (TWG) in Q4 2025, closing a stake of 111 shares — an estimated $763 sold.

Morgan Stanley first reported a position in TWG in Q4 2024 and held it in 4 quarters. The position peaked at $2.78K in Q4 2024. 1 fund tracked by Wall St. Rank holds TWG as of Q4 2025.

Morgan Stanley reported no remaining Top Wealth Group Holding Ltd position as of Q4 2025 after selling out during the quarter.
Morgan Stanley sold 111 Top Wealth Group Holding Ltd shares in Q4 2025, an estimated $763.
Morgan Stanley first reported a position in Top Wealth Group Holding Ltd in Q4 2024 and held it in 4 quarters.
Morgan Stanley's Top Wealth Group Holding Ltd position peaked at $2.78K in Q4 2024.
1 fund tracked by Wall St. Rank held Top Wealth Group Holding Ltd as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.