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Tradewinds LLC’s Morgan Stanley MS Stock Holding History

Tradewinds LLC’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 		$11.6M Sell
8,581
-42,416
-83% -$8.4M 2.61% 10
2026
Q1 		$9.7M Sell
50,997
-2,562
-5% -$444K 3.13% 8
2025
Q4 		$9.51M Sell
53,559
-7,893
-13% -$1.32M 2.27% 11
2025
Q3 		$9.77M Buy
+61,452
New +$9.07M 2.38% 10
2025
Q2 		– Sell
-61,246
Closed -$7.15M – 196
2025
Q1 		$7.15M Buy
61,246
+328
+0.5% +$42.3K 2.02% 13
2024
Q4 		$8.34M Buy
60,918
+3,104
+5% +$382K 2.32% 10
2024
Q3 		$6.03M Buy
57,814
+2,662
+5% +$268K 1.86% 16
2024
Q2 		$5.36M Buy
+55,152
New +$5.25M 1.65% 16
2023
Q3 		$3.85M Buy
47,120
+2,993
+7% +$260K 2.26% 18
2023
Q2 		$3.77M Buy
44,127
+1,731
+4% +$148K 2.22% 20
2023
Q1 		$3.72M Buy
+42,396
New +$3.96M 2.26% 18
2022
Q4 		– Sell
-40,758
Closed -$3.22M – 179
2022
Q3 		$3.22M Sell
40,758
-545
-1% -$45.9K 2.34% 14
2022
Q2 		$3.14M Buy
+41,303
New +$3.38M 2.14% 17

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 $3.37T AUM 44.26% 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

Tradewinds LLC's MS Position: Q2 2026 in Review

Tradewinds LLC reduced its Morgan Stanley (MS) stake by 83% in Q2 2026, selling an estimated $8.4M and leaving 8,581 shares worth $11.6M. The position accounts for 2.61% of the portfolio, ranked #10.

Tradewinds LLC first reported a position in MS in Q2 2022 and has held it in 13 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Tradewinds LLC held 8,581 shares of Morgan Stanley worth $11.6M as of Q2 2026.
  • Tradewinds LLC sold 42,416 Morgan Stanley shares in Q2 2026, an estimated $8.4M.
  • Morgan Stanley made up 2.61% of Tradewinds LLC's portfolio in Q2 2026, its #10 holding.
  • Tradewinds LLC first reported a position in Morgan Stanley in Q2 2022 and has held it in 13 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.