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Teewinot Capital Advisers’s Morgan Stanley MS Stock Holding History

Teewinot Capital Advisers’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 		$57.6M Sell
275,682
-3,069
-1% -$608K 4.17% 13
2026
Q1 		$45.9M Buy
278,751
+37,580
+16% +$6.51M 3.66% 13
2025
Q4 		$42.8M Sell
241,171
-259,363
-52% -$43.3M 3.14% 18
2025
Q3 		$79.6M Buy
500,534
+33,200
+7% +$4.9M 6.19% 8
2025
Q2 		$65.8M Buy
+467,334
New +$57.4M 5.41% 10
2025
Q1 		– Sell
-330,630
Closed -$41.6M – 44
2024
Q4 		$41.6M Sell
330,630
-278,624
-46% -$34.3M 4.24% 14
2024
Q3 		$63.5M Buy
609,254
+53,329
+10% +$5.37M 6.42% 6
2024
Q2 		$54M Buy
555,925
+158,886
+40% +$15.1M 5.33% 8
2024
Q1 		$37.4M Buy
397,039
+89,527
+29% +$7.88M 3.91% 14
2023
Q4 		$28.7M Buy
307,512
+155,695
+103% +$12.5M 4.34% 13
2023
Q3 		$12.4M Buy
+151,817
New +$13.2M 1.98% 19
2023
Q1 		– Sell
-185,903
Closed -$15.8M – 36
2022
Q4 		$15.8M Buy
+185,903
New +$15.8M 3.53% 15

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Teewinot Capital Advisers's MS Position: Q2 2026 in Review

Teewinot Capital Advisers reduced its Morgan Stanley (MS) stake by 1.1% in Q2 2026, selling an estimated $608K and leaving 275,682 shares worth $57.6M. The position accounts for 4.17% of the portfolio, ranked #13.

Teewinot Capital Advisers first reported a position in MS in Q4 2022 and has held it in 12 quarters since. The position peaked at $79.6M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Teewinot Capital Advisers held 275,682 shares of Morgan Stanley worth $57.6M as of Q2 2026.
  • Teewinot Capital Advisers sold 3,069 Morgan Stanley shares in Q2 2026, an estimated $608K.
  • Morgan Stanley made up 4.17% of Teewinot Capital Advisers's portfolio in Q2 2026, its #13 holding.
  • Teewinot Capital Advisers first reported a position in Morgan Stanley in Q4 2022 and has held it in 12 quarters since.
  • Teewinot Capital Advisers's Morgan Stanley position peaked at $79.6M in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Teewinot Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.