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TIAA Wealth Investment Management’s Morgan Stanley MS Stock Holding History

TIAA Wealth Investment Management’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 		$29.3M Sell
140,357
-1,850
-1% -$366K 0.2% 58
2026
Q1 		$23.4M Buy
+142,207
New +$24.6M 0.18% 56

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TIAA Wealth Investment Management's MS Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its Morgan Stanley (MS) stake by 1.3% in Q2 2026, selling an estimated $366K and leaving 140,357 shares worth $29.3M. The position accounts for 0.2% of the portfolio, ranked #58.

TIAA Wealth Investment Management first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TIAA Wealth Investment Management held 140,357 shares of Morgan Stanley worth $29.3M as of Q2 2026.
  • TIAA Wealth Investment Management sold 1,850 Morgan Stanley shares in Q2 2026, an estimated $366K.
  • Morgan Stanley made up 0.2% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #58 holding.
  • TIAA Wealth Investment Management first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.