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Titleist Asset Management’s Morgan Stanley MS Stock Holding History

Titleist Asset Management’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 		$354K Buy
1,883
+112
+6% +$23.8K 0.02% 348
2026
Q2 		$370K Buy
1,771
+43
+2% +$8.52K 0.02% 319
2026
Q1 		$284K Buy
1,728
+144
+9% +$24.9K 0.02% 336
2025
Q4 		$281K Buy
1,584
+35
+2% +$5.84K 0.02% 315
2025
Q3 		$246K Sell
1,549
-174
-10% -$25.7K 0.02% 278
2025
Q2 		$243K Buy
1,723
+2
+0.1% +$246 0.02% 285
2025
Q1 		$201K Sell
1,721
-511
-23% -$65.8K 0.02% 287
2024
Q4 		$281K Sell
2,232
-638
-22% -$78.6K 0.03% 262
2024
Q3 		$299K Sell
2,870
-1,246
-30% -$125K 0.04% 225
2024
Q2 		$400K Sell
4,116
-178
-4% -$16.9K 0.06% 186
2024
Q1 		$404K Sell
4,294
-2,246
-34% -$198K 0.07% 178
2023
Q4 		$610K Sell
6,540
-731
-10% -$58.5K 0.11% 135
2023
Q3 		$594K Buy
+7,271
New +$631K 0.12% 136

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Titleist Asset Management's MS Position: Q3 2026 in Review

Titleist Asset Management increased its Morgan Stanley (MS) stake by 6.3% in Q3 2026, buying an estimated $23.8K and bringing the position to 1,883 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #348.

Titleist Asset Management first reported a position in MS in Q3 2023 and has held it in 13 quarters since. The position peaked at $610K in Q4 2023. 123 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Titleist Asset Management held 1,883 shares of Morgan Stanley worth $354K as of Q3 2026.
  • Titleist Asset Management bought 112 Morgan Stanley shares in Q3 2026, an estimated $23.8K.
  • Morgan Stanley made up 0.02% of Titleist Asset Management's portfolio in Q3 2026, its #348 holding.
  • Titleist Asset Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 13 quarters since.
  • Titleist Asset Management's Morgan Stanley position peaked at $610K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.