TCP Asset Management’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-962
Closed -$201K – 149
2026
Q2
$201K Buy
+962
New +$190K 0.02% 138

Other funds holding MS

TCP Asset Management's MS Position: Q3 2026 in Review

TCP Asset Management sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 962 shares — an estimated $201K sold.

TCP Asset Management first reported a position in MS in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • TCP Asset Management reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • TCP Asset Management sold 962 Morgan Stanley shares in Q3 2026, an estimated $201K.
  • TCP Asset Management first reported a position in Morgan Stanley in Q2 2026 and held it in 1 quarter.
  • TCP Asset Management's Morgan Stanley position peaked at $201K in Q2 2026.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on TCP Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.