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TCFG Wealth Management’s Morgan Stanley MS Stock Holding History

TCFG Wealth Management’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 		$328K Buy
1,995
+10
+0.5% +$1.73K 0.12% 178
2025
Q4 		$352K Sell
1,985
-38
-2% -$6.34K 0.14% 177
2025
Q3 		$322K Buy
2,023
+305
+18% +$45K 0.13% 190
2025
Q2 		$242K Sell
1,718
-1,109
-39% -$136K 0.11% 215
2025
Q1 		$330K Sell
2,827
-52
-2% -$6.7K 0.17% 156
2024
Q4 		$362K Sell
2,879
-124
-4% -$15.3K 0.18% 136
2024
Q3 		$313K Buy
+3,003
New +$302K 0.16% 152

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

TCFG Wealth Management's MS Position: Q1 2026 in Review

TCFG Wealth Management increased its Morgan Stanley (MS) stake by 0.5% in Q1 2026, buying an estimated $1.73K and bringing the position to 1,995 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #178.

TCFG Wealth Management first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $362K in Q4 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • TCFG Wealth Management held 1,995 shares of Morgan Stanley worth $328K as of Q1 2026.
  • TCFG Wealth Management bought 10 Morgan Stanley shares in Q1 2026, an estimated $1.73K.
  • Morgan Stanley made up 0.12% of TCFG Wealth Management's portfolio in Q1 2026, its #178 holding.
  • TCFG Wealth Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Morgan Stanley position peaked at $362K in Q4 2024.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.