Tiemann Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $559K | Buy |
3,394
+500
| +17% | +$86.6K | 0.22% | 88 |
|
|
2025
Q4 | $514K | Sell |
2,894
-587
| -17% | -$97.9K | 0.2% | 90 |
|
|
2025
Q3 | $553K | Sell |
3,481
-15
| -0.4% | -$2.21K | 0.21% | 82 |
|
|
2025
Q2 | $492K | Sell |
3,496
-125
| -3% | -$15.4K | 0.2% | 87 |
|
|
2025
Q1 | $422K | Sell |
3,621
-200
| -5% | -$25.8K | 0.19% | 97 |
|
|
2024
Q4 | $480K | Sell |
3,821
-200
| -5% | -$24.6K | 0.21% | 90 |
|
|
2024
Q3 | $419K | Sell |
4,021
-330
| -8% | -$33.2K | 0.18% | 105 |
|
|
2024
Q2 | $423K | Sell |
4,351
-75
| -2% | -$7.14K | 0.19% | 103 |
|
|
2024
Q1 | $417K | Sell |
4,426
-35
| -0.8% | -$3.08K | 0.19% | 107 |
|
|
2023
Q4 | $416K | Sell |
4,461
-500
| -10% | -$40K | 0.2% | 103 |
|
|
2023
Q3 | $405K | Hold |
4,961
| – | – | 0.22% | 102 |
|
|
2023
Q2 | $424K | Buy |
4,961
+175
| +4% | +$15K | 0.22% | 103 |
|
|
2023
Q1 | $420K | Sell |
4,786
-65
| -1% | -$6.07K | 0.23% | 106 |
|
|
2022
Q4 | $412K | Hold |
4,851
| – | – | 0.24% | 101 |
|
|
2022
Q3 | $383K | Sell |
4,851
-12,893
| -73% | -$1.09M | 0.25% | 93 |
|
|
2022
Q2 | $1.35M | Hold |
17,744
| – | – | 0.72% | 36 |
|
|
2022
Q1 | $1.55M | Sell |
17,744
-340
| -2% | -$32.8K | 0.72% | 36 |
|
|
2021
Q4 | $1.77M | Buy |
18,084
+50
| +0.3% | +$4.98K | 0.75% | 31 |
|
|
2021
Q3 | $1.75M | Sell |
18,034
-100
| -0.6% | -$9.91K | 0.83% | 28 |
|
|
2021
Q2 | $1.66M | Sell |
18,134
-1,007
| -5% | -$86.3K | 0.78% | 30 |
|
|
2021
Q1 | $1.49M | Buy |
19,141
+121
| +0.6% | +$9.27K | 0.74% | 35 |
|
|
2020
Q4 | $1.3M | Buy |
19,020
+13,870
| +269% | +$796K | 0.69% | 36 |
|
|
2020
Q3 | $249K | Buy |
5,150
+75
| +1% | +$3.78K | 0.15% | 151 |
|
|
2020
Q2 | $245K | Buy |
+5,075
| New | +$213K | 0.17% | 140 |
|
|
2017
Q1 | – | Sell |
-5,275
| Closed | -$223K | – | 164 |
|
|
2016
Q4 | $223K | Sell |
5,275
-1,900
| -26% | -$71.8K | 0.22% | 133 |
|
|
2016
Q3 | $230K | Buy |
+7,175
| New | +$214K | 0.21% | 146 |
|
|
2016
Q2 | – | Sell |
-7,925
| Closed | -$198K | – | 162 |
|
|
2016
Q1 | $198K | Sell |
7,925
-100
| -1% | -$2.55K | 0.2% | 150 |
|
|
2015
Q4 | $255K | Sell |
8,025
-400
| -5% | -$13.3K | 0.26% | 125 |
|
|
2015
Q3 | $265K | Sell |
8,425
-400
| -5% | -$14.6K | 0.29% | 121 |
|
|
2015
Q2 | $342K | Hold |
8,825
| – | – | 0.35% | 93 |
|
|
2015
Q1 | $315K | Buy |
8,825
+2,500
| +40% | +$89.7K | 0.33% | 95 |
|
|
2014
Q4 | $245K | Buy |
6,325
+200
| +3% | +$7.12K | 0.26% | 123 |
|
|
2014
Q3 | $212K | Buy |
+6,125
| New | +$204K | 0.24% | 135 |
|
Other funds holding MS
VCM
VPM
Tiemann Investment Advisors's MS Position: Q1 2026 in Review
Tiemann Investment Advisors increased its Morgan Stanley (MS) stake by 17% in Q1 2026, buying an estimated $86.6K and bringing the position to 3,394 shares worth $559K. The position accounts for 0.22% of the portfolio, ranked #88.
Tiemann Investment Advisors first reported a position in MS in Q3 2014 and has held it in 33 quarters since. The position peaked at $1.77M in Q4 2021. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Tiemann Investment Advisors held 3,394 shares of Morgan Stanley worth $559K as of Q1 2026.
- Tiemann Investment Advisors bought 500 Morgan Stanley shares in Q1 2026, an estimated $86.6K.
- Morgan Stanley made up 0.22% of Tiemann Investment Advisors's portfolio in Q1 2026, its #88 holding.
- Tiemann Investment Advisors first reported a position in Morgan Stanley in Q3 2014 and has held it in 33 quarters since.
- Tiemann Investment Advisors's Morgan Stanley position peaked at $1.77M in Q4 2021.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.