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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Talon Private Wealth's MS Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Morgan Stanley (MS) in Q1 2026: 16,081 shares worth $2.65M. The stake represents 0.35% of the portfolio and ranks #59 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in MS as recently as Q2 2025.

Talon Private Wealth first reported a position in MS in Q3 2024 and has held it in 5 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Talon Private Wealth held 16,081 shares of Morgan Stanley worth $2.65M as of Q1 2026.
  • Morgan Stanley was a new Talon Private Wealth position in Q1 2026.
  • Morgan Stanley made up 0.35% of Talon Private Wealth's portfolio in Q1 2026, its #59 holding.
  • Talon Private Wealth first reported a position in Morgan Stanley in Q3 2024 and has held it in 5 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.