Tradewinds Capital Management’s Morgan Stanley MS Stock Holding History

Tradewinds Capital 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 Q2	$98K	Sell	469 -46	-9%	-$9.11K	0.02%	161
2026 Q1	$84.8K	Sell	515 -7	-1%	-$1.21K	0.02%	168
2025 Q4	$92.7K	Buy	522 +7	+1%	+$1.17K	0.02%	159
2025 Q3	$81.9K	Buy	+515	New	+$76K	0.02%	164
2025 Q1	–	Sell	-5	Closed	-$638	–	708
2024 Q4	$638	Buy	+5	New	+$616	﹤0.01%	574
2024 Q3	–	Sell	-3	Closed	-$292	–	641
2024 Q2	$292	Buy	3 +2	+200%	+$190	﹤0.01%	551
2024 Q1	$95	Hold	1	–	–	﹤0.01%	537
2023 Q4	$94	Sell	1 -55	-98%	-$4.4K	﹤0.01%	456
2023 Q3	$4.57K	Hold	56	–	–	﹤0.01%	288
2023 Q2	$4.78K	Sell	56 -45	-45%	-$3.85K	﹤0.01%	282
2023 Q1	$8.87K	Hold	101	–	–	﹤0.01%	244
2022 Q4	$8.59K	Buy	101 +25	+33%	+$2.13K	﹤0.01%	230
2022 Q3	$6K	Buy	+76	New	+$6.41K	﹤0.01%	245
2022 Q2	–	Sell	-150	Closed	-$13K	–	655
2022 Q1	$13K	Hold	150	–	–	﹤0.01%	439
2021 Q4	$15K	Hold	150	–	–	﹤0.01%	425
2021 Q3	$15K	Hold	150	–	–	﹤0.01%	407
2021 Q2	$14K	Hold	150	–	–	﹤0.01%	423
2021 Q1	$12K	Hold	150	–	–	﹤0.01%	423
2020 Q4	$10K	Hold	150	–	–	﹤0.01%	423
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	444
2020 Q2	$7K	Hold	150	–	–	﹤0.01%	441
2020 Q1	$5K	Sell	150 -110	-42%	-$5.18K	﹤0.01%	447
2019 Q4	$13K	Buy	260 +150	+136%	+$7.1K	﹤0.01%	370
2019 Q3	$5K	Hold	110	–	–	﹤0.01%	457
2019 Q2	$5K	Hold	110	–	–	﹤0.01%	456
2019 Q1	$5K	Hold	110	–	–	﹤0.01%	464
2018 Q4	$4K	Sell	110 -194	-64%	-$8.47K	﹤0.01%	495
2018 Q3	$14K	Hold	304	–	–	0.01%	369
2018 Q2	$14K	Hold	304	–	–	0.01%	368
2018 Q1	$16K	Hold	304	–	–	0.01%	338
2017 Q4	$16K	Buy	304 +194	+176%	+$9.81K	0.01%	358
2017 Q3	$5K	Hold	110	–	–	﹤0.01%	490
2017 Q2	$5K	Sell	110 -990	-90%	-$42.7K	﹤0.01%	484
2017 Q1	$47K	Hold	1,100	–	–	0.03%	209
2016 Q4	$46K	Hold	1,100	–	–	0.03%	212
2016 Q3	$35K	Hold	1,100	–	–	0.02%	238
2016 Q2	$29K	Sell	1,100 -52	-5%	-$1.36K	0.02%	254
2016 Q1	$29K	Sell	1,152 -39	-3%	-$995	0.02%	289
2015 Q4	$38K	Hold	1,191	–	–	0.03%	240
2015 Q3	$38K	Hold	1,191	–	–	0.03%	227
2015 Q2	$46K	Hold	1,191	–	–	0.03%	241
2015 Q1	$43K	Hold	1,191	–	–	0.03%	223
2014 Q4	$46K	Hold	1,191	–	–	0.03%	221
2014 Q3	$41K	Hold	1,191	–	–	0.03%	225
2014 Q2	$39K	Hold	1,191	–	–	0.03%	236
2014 Q1	$37K	Sell	1,191 -452	-28%	-$14K	0.03%	250
2013 Q4	$52K	Buy	+1,643	New	+$48.8K	0.04%	207

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tradewinds Capital Management's MS Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Morgan Stanley (MS) stake by 8.9% in Q2 2026, selling an estimated $9.11K and leaving 469 shares worth $98K. The position accounts for 0.02% of the portfolio, ranked #161.

Tradewinds Capital Management first reported a position in MS in Q4 2013 and has held it in 47 quarters since. 889 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Tradewinds Capital Management held 469 shares of Morgan Stanley worth $98K as of Q2 2026.
Tradewinds Capital Management sold 46 Morgan Stanley shares in Q2 2026, an estimated $9.11K.
Morgan Stanley made up 0.02% of Tradewinds Capital Management's portfolio in Q2 2026, its #161 holding.
Tradewinds Capital Management first reported a position in Morgan Stanley in Q4 2013 and has held it in 47 quarters since.
889 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.