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Tepp RIA’s Morgan Stanley MS Stock Holding History

Tepp RIA’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
Q3 		$403K Sell
2,145
-52
-2% -$11K 0.28% 33
2026
Q2 		$459K Buy
2,197
+169
+8% +$33.5K 0.31% 27
2026
Q1 		$334K Sell
2,028
-81
-4% -$14K 0.26% 31
2025
Q4 		$374K Hold
2,109
– – 0.37% 25
2025
Q3 		$335K Buy
2,109
+175
+9% +$25.8K 0.38% 27
2025
Q2 		$272K Buy
+1,934
New +$238K 0.35% 26

Other funds holding MS

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Tepp RIA's MS Position: Q3 2026 in Review

Tepp RIA reduced its Morgan Stanley (MS) stake by 2.4% in Q3 2026, selling an estimated $11K and leaving 2,145 shares worth $403K. The position accounts for 0.28% of the portfolio, ranked #33.

Tepp RIA first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $459K in Q2 2026. 501 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Tepp RIA held 2,145 shares of Morgan Stanley worth $403K as of Q3 2026.
  • Tepp RIA sold 52 Morgan Stanley shares in Q3 2026, an estimated $11K.
  • Morgan Stanley made up 0.28% of Tepp RIA's portfolio in Q3 2026, its #33 holding.
  • Tepp RIA first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • Tepp RIA's Morgan Stanley position peaked at $459K in Q2 2026.
  • 501 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.