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TCV Trust & Wealth Management’s Morgan Stanley MS Stock Holding History

TCV Trust & 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
Q2 		$233K Buy
+1,116
New +$221K 0.02% 210
2018
Q4 		– Sell
-4,468
Closed -$208K – 211
2018
Q3 		$208K Hold
4,468
– – 0.03% 204
2018
Q2 		$212K Hold
4,468
– – 0.03% 199
2018
Q1 		$241K Hold
4,468
– – 0.03% 176
2017
Q4 		$234K Hold
4,468
– – 0.03% 178
2017
Q3 		$215K Buy
+4,468
New +$207K 0.03% 187
2015
Q4 		– Sell
-9,041
Closed -$285K – 168
2015
Q3 		$285K Sell
9,041
-1,485
-14% -$54.1K 0.05% 146
2015
Q2 		$408K Sell
10,526
-10,228
-49% -$389K 0.07% 129
2015
Q1 		$740K Sell
20,754
-26,572
-56% -$953K 0.12% 108
2014
Q4 		$1.84M Sell
47,326
-69,621
-60% -$2.48M 0.3% 83
2014
Q3 		$4.04M Sell
116,947
-546
-0.5% -$18.2K 0.68% 48
2014
Q2 		$3.8M Buy
117,493
+1,800
+2% +$55.5K 0.62% 53
2014
Q1 		$3.61M Buy
115,693
+3,832
+3% +$118K 0.61% 54
2013
Q4 		$3.51M Buy
111,861
+3,479
+3% +$103K 0.6% 56
2013
Q3 		$2.92M Buy
108,382
+65,331
+152% +$1.75M 0.57% 60
2013
Q2 		$1.05M Buy
+43,051
New +$1.02M 0.22% 93

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

TCV Trust & Wealth Management's MS Position: Q2 2026 in Review

TCV Trust & Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,116 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings. This is a return to the name: TCV Trust & Wealth Management previously reported a position in MS as recently as Q3 2018.

TCV Trust & Wealth Management first reported a position in MS in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.04M in Q3 2014. 1,262 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TCV Trust & Wealth Management held 1,116 shares of Morgan Stanley worth $233K as of Q2 2026.
  • Morgan Stanley was a new TCV Trust & Wealth Management position in Q2 2026.
  • Morgan Stanley made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #210 holding.
  • TCV Trust & Wealth Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 16 quarters since.
  • TCV Trust & Wealth Management's Morgan Stanley position peaked at $4.04M in Q3 2014.
  • 1,262 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.