TCTC Holdings’s Morgan Stanley MS Stock Holding History

TCTC Holdings’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	$3.58M	Hold	21,762	–	–	0.1%	97
2025 Q4	$3.86M	Hold	21,762	–	–	0.12%	94
2025 Q3	$3.46M	Sell	21,762 -50	-0.2%	-$7.38K	0.1%	101
2025 Q2	$3.07M	Sell	21,812 -50	-0.2%	-$6.14K	0.1%	99
2025 Q1	$2.55M	Buy	21,862 +452	+2%	+$58.2K	0.09%	98
2024 Q4	$2.69M	Buy	21,410 +535	+3%	+$65.9K	0.1%	96
2024 Q3	$2.18M	Sell	20,875 -2,497	-11%	-$251K	0.07%	100
2024 Q2	$2.27M	Hold	23,372	–	–	0.08%	97
2024 Q1	$2.2M	Sell	23,372 -175	-0.7%	-$15.4K	0.07%	97
2023 Q4	$2.2M	Buy	23,547 +360	+2%	+$28.8K	0.08%	97
2023 Q3	$1.89M	Hold	23,187	–	–	0.07%	98
2023 Q2	$1.98M	Hold	23,187	–	–	0.08%	99
2023 Q1	$2.04M	Buy	23,187 +97	+0.4%	+$9.05K	0.08%	97
2022 Q4	$1.96M	Hold	23,090	–	–	0.08%	93
2022 Q3	$1.82M	Hold	23,090	–	–	0.08%	91
2022 Q2	$1.76M	Hold	23,090	–	–	0.08%	94
2022 Q1	$2.02M	Hold	23,090	–	–	0.08%	95
2021 Q4	$2.27M	Hold	23,090	–	–	0.1%	93
2021 Q3	$2.25M	Buy	23,090 +2,315	+11%	+$229K	0.1%	90
2021 Q2	$1.91M	Hold	20,775	–	–	0.09%	94
2021 Q1	$1.61M	Hold	20,775	–	–	0.08%	97
2020 Q4	$1.42M	Hold	20,775	–	–	0.08%	97
2020 Q3	$1M	Hold	20,775	–	–	0.06%	99
2020 Q2	$1M	Hold	20,775	–	–	0.06%	99
2020 Q1	$706K	Hold	20,775	–	–	0.05%	100
2019 Q4	$1.06M	Hold	20,775	–	–	0.05%	98
2019 Q3	$886K	Hold	20,775	–	–	0.05%	100
2019 Q2	$910K	Hold	20,775	–	–	0.05%	99
2019 Q1	$877K	Hold	20,775	–	–	0.05%	99
2018 Q4	$824K	Hold	20,775	–	–	0.05%	97
2018 Q3	$967K	Hold	20,775	–	–	0.04%	96
2018 Q2	$985K	Hold	20,775	–	–	0.05%	93
2018 Q1	$1.12M	Hold	20,775	–	–	0.06%	89
2017 Q4	$1.09M	Hold	20,775	–	–	0.06%	90
2017 Q3	$1M	Hold	20,775	–	–	0.06%	93
2017 Q2	$926K	Hold	20,775	–	–	0.06%	93
2017 Q1	$890K	Hold	20,775	–	–	0.05%	107
2016 Q4	$878K	Sell	20,775 -725	-3%	-$27.4K	0.05%	106
2016 Q3	$689K	Hold	21,500	–	–	0.05%	101
2016 Q2	$559K	Hold	21,500	–	–	0.04%	119
2016 Q1	$538K	Hold	21,500	–	–	0.03%	123
2015 Q4	$684K	Sell	21,500 -220	-1%	-$7.31K	0.04%	117
2015 Q3	$684K	Hold	21,720	–	–	0.04%	117
2015 Q2	$843K	Hold	21,720	–	–	0.05%	108
2015 Q1	$775K	Hold	21,720	–	–	0.05%	110
2014 Q4	$843K	Hold	21,720	–	–	0.05%	107
2014 Q3	$751K	Buy	21,720 +220	+1%	+$7.33K	0.04%	107
2014 Q2	$695K	Hold	21,500	–	–	0.04%	95
2014 Q1	$670K	Hold	21,500	–	–	0.04%	113
2013 Q4	$674K	Hold	21,500	–	–	0.04%	109
2013 Q3	$579K	Hold	21,500	–	–	0.04%	111
2013 Q2	$525K	Buy	+21,500	New	+$510K	0.03%	107

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TCTC Holdings's MS Position: Q1 2026 in Review

TCTC Holdings held its Morgan Stanley (MS) position steady in Q1 2026 at 21,762 shares worth $3.58M. The position accounts for 0.1% of the portfolio, ranked #97.

TCTC Holdings first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.86M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

TCTC Holdings held 21,762 shares of Morgan Stanley worth $3.58M as of Q1 2026.
TCTC Holdings left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.1% of TCTC Holdings's portfolio in Q1 2026, its #97 holding.
TCTC Holdings first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
TCTC Holdings's Morgan Stanley position peaked at $3.86M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.