TWM
MS icon

Tradition Wealth Management’s Morgan Stanley MS Stock Holding History

Tradition Wealth 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
Q1 		$870K Buy
5,284
+308
+6% +$53.3K 0.06% 213
2025
Q4 		$883K Buy
4,976
+1,427
+40% +$238K 0.06% 208
2025
Q3 		$564K Buy
3,549
+734
+26% +$108K 0.04% 261
2025
Q2 		$397K Buy
2,815
+634
+29% +$77.9K 0.03% 303
2025
Q1 		$254K Buy
2,181
+279
+15% +$36K 0.02% 366
2024
Q4 		$239K Buy
+1,902
New +$234K 0.02% 367
2024
Q1 		– Sell
-997
Closed -$93K – 884
2023
Q4 		$93K Sell
997
-146
-13% -$11.7K 0.01% 494
2023
Q3 		$93K Sell
1,143
-306
-21% -$26.6K 0.01% 455
2023
Q2 		$124K Sell
1,449
-2,472
-63% -$211K 0.01% 410
2023
Q1 		$344K Buy
3,921
+210
+6% +$19.6K 0.04% 221
2022
Q4 		$316K Sell
3,711
-24
-0.6% -$2.04K 0.04% 216
2022
Q3 		$295K Sell
3,735
-750
-17% -$63.2K 0.04% 210
2022
Q2 		$341K Sell
4,485
-816
-15% -$66.8K 0.05% 197
2022
Q1 		$463K Buy
5,301
+2,261
+74% +$218K 0.06% 198
2021
Q4 		$298K Buy
3,040
+138
+5% +$13.7K 0.04% 244
2021
Q3 		$282K Buy
2,902
+1,886
+186% +$187K 0.04% 230
2021
Q2 		$93K Hold
1,016
– – 0.01% 406
2021
Q1 		$79K Hold
1,016
– – 0.01% 354
2020
Q4 		$70K Buy
+1,016
New +$58.3K 0.01% 346

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

Tradition Wealth Management's MS Position: Q1 2026 in Review

Tradition Wealth Management increased its Morgan Stanley (MS) stake by 6.2% in Q1 2026, buying an estimated $53.3K and bringing the position to 5,284 shares worth $870K. The position accounts for 0.06% of the portfolio, ranked #213.

Tradition Wealth Management first reported a position in MS in Q4 2020 and has held it in 19 quarters since. The position peaked at $883K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Tradition Wealth Management held 5,284 shares of Morgan Stanley worth $870K as of Q1 2026.
  • Tradition Wealth Management bought 308 Morgan Stanley shares in Q1 2026, an estimated $53.3K.
  • Morgan Stanley made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Tradition Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 19 quarters since.
  • Tradition Wealth Management's Morgan Stanley position peaked at $883K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.