TD Capital Management’s Morgan Stanley MS Stock Holding History

TD Capital 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	$10.1K	Sell	61 -14	-19%	-$2.42K	﹤0.01%	470
2025 Q4	$13.3K	Buy	75 +62	+477%	+$10.3K	﹤0.01%	415
2025 Q3	$2.11K	Hold	13	–	–	﹤0.01%	575
2025 Q2	$1.86K	Hold	13	–	–	﹤0.01%	587
2025 Q1	$1.53K	Buy	+13	New	+$1.68K	﹤0.01%	512
2024 Q2	–	Sell	-140	Closed	-$13.2K	–	501
2024 Q1	$13.2K	Hold	140	–	–	﹤0.01%	270
2023 Q4	$13.1K	Hold	140	–	–	﹤0.01%	274
2023 Q3	$11.4K	Hold	140	–	–	﹤0.01%	273
2023 Q2	$12K	Hold	140	–	–	﹤0.01%	271
2023 Q1	$12.3K	Buy	+140	New	+$13.1K	﹤0.01%	262

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

TD Capital Management's MS Position: Q1 2026 in Review

TD Capital Management reduced its Morgan Stanley (MS) stake by 19% in Q1 2026, selling an estimated $2.42K and leaving 61 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

TD Capital Management first reported a position in MS in Q1 2023 and has held it in 10 quarters since. The position peaked at $13.3K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

TD Capital Management held 61 shares of Morgan Stanley worth $10.1K as of Q1 2026.
TD Capital Management sold 14 Morgan Stanley shares in Q1 2026, an estimated $2.42K.
Morgan Stanley made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #470 holding.
TD Capital Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 10 quarters since.
TD Capital Management's Morgan Stanley position peaked at $13.3K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.