TRCT
MS icon

Tower Research Capital (TRC)’s Morgan Stanley MS Stock Holding History

Tower Research Capital (TRC)’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 		$8.39M Buy
50,968
+5,072
+11% +$878K 0.22% 75
2025
Q4 		$8.15M Buy
45,896
+30,802
+204% +$5.14M 0.2% 92
2025
Q3 		$2.4M Sell
15,094
-19,483
-56% -$2.88M 0.07% 249
2025
Q2 		$4.87M Sell
34,577
-4,106
-11% -$504K 0.13% 131
2025
Q1 		$4.77M Sell
38,683
-40,123
-51% -$5.17M 0.14% 110
2024
Q4 		$9.91M Buy
78,806
+36,496
+86% +$4.49M 0.2% 78
2024
Q3 		$4.41M Sell
42,310
-8,577
-17% -$864K 0.12% 113
2024
Q2 		$4.95M Buy
50,887
+10,878
+27% +$1.04M 0.08% 199
2024
Q1 		$3.77M Sell
40,009
-130,277
-77% -$11.5M 0.09% 163
2023
Q4 		$15.9M Buy
170,286
+103,994
+157% +$8.32M 0.2% 88
2023
Q3 		$5.41M Buy
66,292
+13,348
+25% +$1.16M 0.17% 98
2023
Q2 		$4.52M Buy
52,944
+27,660
+109% +$2.37M 0.15% 93
2023
Q1 		$2.22M Sell
25,284
-3,056
-11% -$285K 0.07% 179
2022
Q4 		$2.41M Sell
28,340
-99,166
-78% -$8.45M 0.1% 141
2022
Q3 		$10.1M Buy
127,506
+51,055
+67% +$4.3M 0.16% 109
2022
Q2 		$5.82M Sell
76,451
-135,768
-64% -$11.1M 0.13% 126
2022
Q1 		$18.5M Buy
212,219
+78,202
+58% +$7.54M 0.18% 104
2021
Q4 		$13.2M Buy
134,017
+112,932
+536% +$11.2M 0.23% 70
2021
Q3 		$2.05M Sell
21,085
-7,263
-26% -$720K 0.05% 261
2021
Q2 		$2.6M Sell
28,348
-175,978
-86% -$15.1M 0.07% 233
2021
Q1 		$15.9M Buy
204,326
+122,665
+150% +$9.4M 0.27% 68
2020
Q4 		$5.6M Buy
81,661
+57,123
+233% +$3.28M 0.17% 59
2020
Q3 		$1.19M Buy
24,538
+4,467
+22% +$225K 0.01% 825
2020
Q2 		$969K Buy
20,071
+17,961
+851% +$754K 0.04% 548
2020
Q1 		$72K Buy
+2,110
New +$99.4K ﹤0.01% 1118
2019
Q4 		– Sell
-29,774
Closed -$1.27M – 4074
2019
Q3 		$1.27M Buy
29,774
+15,530
+109% +$664K 0.09% 220
2019
Q2 		$624K Sell
14,244
-14,203
-50% -$633K 0.04% 395
2019
Q1 		$1.2M Sell
28,447
-6,307
-18% -$265K 0.07% 219
2018
Q4 		$1.38M Buy
34,754
+32,515
+1,452% +$1.42M 0.1% 199
2018
Q3 		$104K Sell
2,239
-29,203
-93% -$1.43M 0.01% 1317
2018
Q2 		$1.49M Buy
31,442
+30,142
+2,319% +$1.58M 0.08% 229
2018
Q1 		$70K Sell
1,300
-8,024
-86% -$444K 0.01% 1490
2017
Q4 		$489K Buy
9,324
+4,417
+90% +$223K 0.06% 297
2017
Q3 		$236K Buy
4,907
+4,331
+752% +$201K 0.02% 649
2017
Q2 		$26K Buy
576
+476
+476% +$20.5K ﹤0.01% 1077
2017
Q1 		$4K Sell
100
-51,049
-100% -$2.27M ﹤0.01% 2327
2016
Q4 		$2.16M Buy
51,149
+50,859
+17,538% +$1.92M 0.23% 96
2016
Q3 		$9K Sell
290
-49,144
-99% -$1.47M ﹤0.01% 2146
2016
Q2 		$1.28M Buy
49,434
+25,521
+107% +$667K 0.12% 125
2016
Q1 		$598K Buy
23,913
+22,703
+1,876% +$579K 0.09% 156
2015
Q4 		$38K Sell
1,210
-12,790
-91% -$425K 0.01% 730
2015
Q3 		$441K Buy
14,000
+11,615
+487% +$423K 0.04% 169
2015
Q2 		$93K Sell
2,385
-5,203
-69% -$198K 0.01% 900
2015
Q1 		$271K Buy
7,588
+7,006
+1,204% +$251K 0.03% 290
2014
Q4 		$23K Sell
582
-5,319
-90% -$189K ﹤0.01% 1498
2014
Q3 		$204K Buy
5,901
+5,690
+2,697% +$190K 0.02% 516
2014
Q2 		$7K Sell
211
-5,083
-96% -$157K ﹤0.01% 2626
2014
Q1 		$165K Sell
5,294
-10,935
-67% -$338K 0.02% 475
2013
Q4 		$509K Sell
16,229
-37,746
-70% -$1.12M 0.08% 178
2013
Q3 		$1.46M Buy
+53,975
New +$1.45M 0.16% 125

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

Tower Research Capital (TRC)'s MS Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Morgan Stanley (MS) stake by 11% in Q1 2026, buying an estimated $878K and bringing the position to 50,968 shares worth $8.39M. The position accounts for 0.22% of the portfolio, ranked #75.

Tower Research Capital (TRC) first reported a position in MS in Q3 2013 and has held it in 50 quarters since. The position peaked at $18.5M in Q1 2022. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Tower Research Capital (TRC) held 50,968 shares of Morgan Stanley worth $8.39M as of Q1 2026.
  • Tower Research Capital (TRC) bought 5,072 Morgan Stanley shares in Q1 2026, an estimated $878K.
  • Morgan Stanley made up 0.22% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #75 holding.
  • Tower Research Capital (TRC) first reported a position in Morgan Stanley in Q3 2013 and has held it in 50 quarters since.
  • Tower Research Capital (TRC)'s Morgan Stanley position peaked at $18.5M in Q1 2022.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.