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Tilia Fiduciary Partners’s Morgan Stanley MS Stock Holding History

Tilia Fiduciary Partners’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 		$221K Buy
+1,057
New +$209K 0.1% 120
2023
Q3 		– Sell
-963
Closed -$82.2K – 328
2023
Q2 		$82.2K Hold
963
– – 0.07% 153
2023
Q1 		$84.6K Sell
963
-53
-5% -$4.95K 0.08% 155
2022
Q4 		$86.4K Sell
1,016
-75
-7% -$6.39K 0.08% 153
2022
Q3 		$84K Hold
1,091
– – 0.08% 148
2022
Q2 		$83K Buy
1,091
+250
+30% +$20.5K 0.08% 155
2022
Q1 		$74K Hold
841
– – 0.06% 181
2021
Q4 		$83K Buy
+841
New +$83.8K 0.07% 171

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 $3.38T AUM 44.17% 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

Tilia Fiduciary Partners's MS Position: Q2 2026 in Review

Tilia Fiduciary Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 1,057 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings. This is a return to the name: Tilia Fiduciary Partners previously reported a position in MS as recently as Q2 2023.

Tilia Fiduciary Partners first reported a position in MS in Q4 2021 and has held it in 8 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Tilia Fiduciary Partners held 1,057 shares of Morgan Stanley worth $221K as of Q2 2026.
  • Morgan Stanley was a new Tilia Fiduciary Partners position in Q2 2026.
  • Morgan Stanley made up 0.1% of Tilia Fiduciary Partners's portfolio in Q2 2026, its #120 holding.
  • Tilia Fiduciary Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 8 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2026, filed 18 Aug 2026.