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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tidemark's MS Position: Q1 2026 in Review

Tidemark reduced its Morgan Stanley (MS) stake by 23% in Q1 2026, selling an estimated $2.6K and leaving 50 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Tidemark first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.3K in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Tidemark held 50 shares of Morgan Stanley worth $8.23K as of Q1 2026.
  • Tidemark sold 15 Morgan Stanley shares in Q1 2026, an estimated $2.6K.
  • Morgan Stanley made up ﹤0.01% of Tidemark's portfolio in Q1 2026, its #484 holding.
  • Tidemark first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Tidemark's Morgan Stanley position peaked at $12.3K in Q3 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.