TPW
MS icon

Talon Private Wealth’s Morgan Stanley MS Stock Holding History

Talon Private Wealth’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.04M Buy
19,309
+3,228
+20% +$639K 0.47% 51
2026
Q1 		$2.65M Buy
+16,081
New +$2.78M 0.35% 59
2025
Q2 		$2.57M Buy
18,249
+1,557
+9% +$191K 0.35% 45
2025
Q1 		$1.98M Buy
16,692
+16,306
+4,224% +$2.1M 0.27% 65
2024
Q4 		$48.5K Buy
386
+366
+1,830% +$45.1K 0.01% 155
2024
Q3 		$2.08K Buy
+20
New +$2.01K ﹤0.01% 259

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Talon Private Wealth's MS Position: Q2 2026 in Review

Talon Private Wealth increased its Morgan Stanley (MS) stake by 20% in Q2 2026, buying an estimated $639K and bringing the position to 19,309 shares worth $4.04M. The position accounts for 0.47% of the portfolio, ranked #51.

Talon Private Wealth first reported a position in MS in Q3 2024 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Talon Private Wealth held 19,309 shares of Morgan Stanley worth $4.04M as of Q2 2026.
  • Talon Private Wealth bought 3,228 Morgan Stanley shares in Q2 2026, an estimated $639K.
  • Morgan Stanley made up 0.47% of Talon Private Wealth's portfolio in Q2 2026, its #51 holding.
  • Talon Private Wealth first reported a position in Morgan Stanley in Q3 2024 and has held it in 6 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.