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
2021 Q3	–	Sell	-3,000	Closed	-$1.58M	–	38
2021 Q2	$1.58M	Buy	+3,000	New	+$257K	0.37%	17
2019 Q1	–	Sell	-3,000	Closed	-$45K	–	42
2018 Q4	$45K	Sell	3,000 -6,000	-67%	-$262K	0.02%	42
2018 Q3	$355K	Buy	9,000 +7,000	+350%	+$342K	0.11%	38
2018 Q2	$166K	Hold	2,000	–	–	0.06%	39
2018 Q1	$153K	Buy	+2,000	New	+$111K	0.05%	40
2017 Q4	–	Sell	-1,000	Closed	-$179K	–	45
2017 Q3	$179K	Sell	1,000 -1,500	-60%	-$69.6K	0.08%	44
2017 Q2	$452K	Buy	+2,500	New	+$108K	0.22%	36
2016 Q3	–	Sell	-1,000	Closed	-$24K	–	51
2016 Q2	$24K	Sell	1,000 -1,000	-50%	-$26.2K	0.02%	49
2016 Q1	$80K	Buy	+2,000	New	+$51K	0.07%	46
2015 Q4	–	Sell	-2,000	Closed	-$29K	–	60
2015 Q3	$29K	Hold	2,000	–	–	0.02%	57
2015 Q2	$157K	Sell	2,000 -1,000	-33%	-$38.1K	0.09%	49
2015 Q1	$218K	Hold	3,000	–	–	0.13%	46
2014 Q4	$1.21M	Sell	3,000 -1,500	-33%	-$53.4K	0.65%	33
2014 Q3	$684K	Buy	4,500 +3,500	+350%	+$117K	0.4%	37
2014 Q2	$81K	Hold	1,000	–	–	0.05%	61
2014 Q1	$17K	Buy	+1,000	New	+$30.9K	0.01%	51

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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. 2,739 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.
2,739 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.