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Tidemark’s Morgan Stanley MS Stock Holding History

Tidemark’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 		$10.5K Hold
50
– – ﹤0.01% 499
2026
Q1 		$8.23K Sell
50
-15
-23% -$2.6K ﹤0.01% 484
2025
Q4 		$11.5K Sell
65
-12
-16% -$2K ﹤0.01% 414
2025
Q3 		$12.3K Hold
77
– – ﹤0.01% 430
2025
Q2 		$10.8K Buy
77
+30
+64% +$3.69K ﹤0.01% 439
2025
Q1 		$5.48K Hold
47
– – ﹤0.01% 505
2024
Q4 		$5.91K Buy
+47
New +$5.79K ﹤0.01% 492

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

Tidemark's MS Position: Q2 2026 in Review

Tidemark held its Morgan Stanley (MS) position steady in Q2 2026 at 50 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Tidemark first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.3K in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Tidemark held 50 shares of Morgan Stanley worth $10.5K as of Q2 2026.
  • Tidemark left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #499 holding.
  • Tidemark first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Tidemark's Morgan Stanley position peaked at $12.3K in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.