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Titan Wealth’s Morgan Stanley MS Stock Holding History

Titan Wealth’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
Q3 		$7M Buy
+37,200
New +$7.9M 2.19% 25

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Titan Wealth's MS Position: Q3 2026 in Review

Titan Wealth opened a new position in Morgan Stanley (MS) in Q3 2026: 37,200 shares worth $7M. The stake represents 2.19% of the portfolio and ranks #25 among its holdings.

2,332 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Titan Wealth held 37,200 shares of Morgan Stanley worth $7M as of Q3 2026.
  • Morgan Stanley was a new Titan Wealth position in Q3 2026.
  • Morgan Stanley made up 2.19% of Titan Wealth's portfolio in Q3 2026, its #25 holding.
  • 2,332 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Titan Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.