TCI Wealth Advisors’s Morgan Stanley MS Stock Holding History

TCI Wealth Advisors’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	$300K	Sell	1,433 -52	-4%	-$10.3K	0.01%	206
2026 Q1	$244K	Sell	1,485 -140	-9%	-$24.2K	0.01%	215
2025 Q4	$288K	Buy	1,625 +104	+7%	+$17.3K	0.02%	198
2025 Q3	$242K	Buy	1,521 +38	+3%	+$5.61K	0.01%	219
2025 Q2	$209K	Buy	+1,483	New	+$182K	0.01%	236
2023 Q2	–	Sell	-818	Closed	-$71.8K	–	1441
2023 Q1	$71.8K	Buy	818 +70	+9%	+$6.53K	0.01%	347
2022 Q4	$63.6K	Sell	748 -116	-13%	-$9.89K	0.01%	345
2022 Q3	$68K	Buy	864 +126	+17%	+$10.6K	0.01%	311
2022 Q2	$56K	Sell	738 -3	-0.4%	-$246	0.01%	345
2022 Q1	$65K	Sell	741 -11	-1%	-$1.06K	0.01%	339
2021 Q4	$74K	Hold	752	–	–	0.01%	318
2021 Q3	$73K	Hold	752	–	–	0.01%	344
2021 Q2	$69K	Sell	752 -13	-2%	-$1.11K	0.01%	332
2021 Q1	$59K	Buy	765 +129	+20%	+$9.89K	0.03%	320
2020 Q4	$44K	Buy	636 +189	+42%	+$10.8K	0.02%	361
2020 Q3	$22K	Hold	447	–	–	0.01%	437
2020 Q2	$22K	Sell	447 -8	-2%	-$336	0.01%	424
2020 Q1	$15K	Sell	455 -745	-62%	-$35.1K	0.01%	499
2019 Q4	$61K	Buy	1,200 +783	+188%	+$37.1K	0.02%	340
2019 Q3	$18K	Sell	417 -107	-20%	-$4.57K	0.01%	516
2019 Q2	$23K	Hold	524	–	–	0.01%	444
2019 Q1	$22K	Buy	524 +98	+23%	+$4.12K	0.01%	480
2018 Q4	$17K	Buy	426 +4	+0.9%	+$175	0.01%	507
2018 Q3	$20K	Buy	422 +5	+1%	+$244	0.01%	504
2018 Q2	$20K	Hold	417	–	–	0.01%	483
2018 Q1	$23K	Hold	417	–	–	0.01%	457
2017 Q4	$22K	Hold	417	–	–	0.01%	480
2017 Q3	$20K	Sell	417 -4	-1%	-$186	0.01%	462
2017 Q2	$19K	Hold	421	–	–	0.01%	470
2017 Q1	$18K	Sell	421 -102	-20%	-$4.53K	0.01%	462
2016 Q4	$22K	Buy	523 +102	+24%	+$3.86K	0.01%	464
2016 Q3	$13K	Hold	421	–	–	0.01%	521
2016 Q2	$11K	Hold	421	–	–	0.01%	550
2016 Q1	$11K	Sell	421 -436	-51%	-$11.1K	0.01%	560
2015 Q4	$27K	Buy	857 +525	+158%	+$17.4K	0.02%	391
2015 Q3	$10K	Hold	332	–	–	0.01%	513
2015 Q2	$13K	Hold	332	–	–	0.01%	476
2015 Q1	$12K	Hold	332	–	–	0.01%	427
2014 Q4	$13K	Hold	332	–	–	0.01%	415
2014 Q3	$11K	Hold	332	–	–	0.01%	427
2014 Q2	$11K	Hold	332	–	–	0.01%	448
2014 Q1	$10K	Hold	332	–	–	0.01%	421
2013 Q4	$10K	Hold	332	–	–	0.01%	427
2013 Q3	$9K	Hold	332	–	–	0.01%	393
2013 Q2	$8K	Buy	+332	New	+$7.87K	0.01%	399

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Wealth Advisors's MS Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Morgan Stanley (MS) stake by 3.5% in Q2 2026, selling an estimated $10.3K and leaving 1,433 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #206.

TCI Wealth Advisors first reported a position in MS in Q2 2013 and has held it in 45 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

TCI Wealth Advisors held 1,433 shares of Morgan Stanley worth $300K as of Q2 2026.
TCI Wealth Advisors sold 52 Morgan Stanley shares in Q2 2026, an estimated $10.3K.
Morgan Stanley made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #206 holding.
TCI Wealth Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 45 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.