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 $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

Teewinot Capital Advisers's MS Position: Q1 2026 in Review

Teewinot Capital Advisers increased its Morgan Stanley (MS) stake by 16% in Q1 2026, buying an estimated $6.51M and bringing the position to 278,751 shares worth $45.9M. The position accounts for 3.66% of the portfolio, ranked #13.

Teewinot Capital Advisers first reported a position in MS in Q4 2022 and has held it in 11 quarters since. The position peaked at $79.6M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Teewinot Capital Advisers held 278,751 shares of Morgan Stanley worth $45.9M as of Q1 2026.
Teewinot Capital Advisers bought 37,580 Morgan Stanley shares in Q1 2026, an estimated $6.51M.
Morgan Stanley made up 3.66% of Teewinot Capital Advisers's portfolio in Q1 2026, its #13 holding.
Teewinot Capital Advisers first reported a position in Morgan Stanley in Q4 2022 and has held it in 11 quarters since.
Teewinot Capital Advisers's Morgan Stanley position peaked at $79.6M in Q3 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Teewinot Capital Advisers's 13F filing for Q1 2026, filed 15 May 2026.