TIAA Trust, National Association
MS icon

TIAA Trust, National Association’s Morgan Stanley MS Stock Holding History

TIAA Trust, National Association’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 		$545K Sell
2,609
-3,892
-60% -$771K 0.03% 142
2026
Q1 		$1.07M Sell
6,501
-165,129
-96% -$28.6M 0.07% 121
2025
Q4 		$30.5M Buy
171,630
+24,379
+17% +$4.07M 0.07% 116
2025
Q3 		$23.4M Buy
147,251
+1,457
+1% +$215K 0.06% 128
2025
Q2 		$20.5M Buy
145,794
+101,039
+226% +$12.4M 0.05% 137
2025
Q1 		$5.22M Sell
44,755
-237
-0.5% -$30.5K 0.02% 218
2024
Q4 		$5.66M Sell
44,992
-1,954
-4% -$241K 0.02% 211
2024
Q3 		$4.89M Sell
46,946
-1,050
-2% -$106K 0.01% 225
2024
Q2 		$4.66M Sell
47,996
-210
-0.4% -$20K 0.01% 216
2024
Q1 		$4.54M Sell
48,206
-113,018
-70% -$9.95M 0.01% 219
2023
Q4 		$15M Sell
161,224
-47,878
-23% -$3.83M 0.05% 142
2023
Q3 		$17.1M Buy
+209,102
New +$18.2M 0.06% 125

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

TIAA Trust, National Association's MS Position: Q2 2026 in Review

TIAA Trust, National Association reduced its Morgan Stanley (MS) stake by 60% in Q2 2026, selling an estimated $771K and leaving 2,609 shares worth $545K. The position accounts for 0.03% of the portfolio, ranked #142.

TIAA Trust, National Association first reported a position in MS in Q3 2023 and has held it in 12 quarters since. The position peaked at $30.5M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TIAA Trust, National Association held 2,609 shares of Morgan Stanley worth $545K as of Q2 2026.
  • TIAA Trust, National Association sold 3,892 Morgan Stanley shares in Q2 2026, an estimated $771K.
  • Morgan Stanley made up 0.03% of TIAA Trust, National Association's portfolio in Q2 2026, its #142 holding.
  • TIAA Trust, National Association first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • TIAA Trust, National Association's Morgan Stanley position peaked at $30.5M in Q4 2025.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.