TWM
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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
Q2 		$1.03M Sell
4,948
-336
-6% -$66.5K 0.06% 209
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 $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

Tradition Wealth Management's MS Position: Q2 2026 in Review

Tradition Wealth Management reduced its Morgan Stanley (MS) stake by 6.4% in Q2 2026, selling an estimated $66.5K and leaving 4,948 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #209.

Tradition Wealth Management first reported a position in MS in Q4 2020 and has held it in 20 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Tradition Wealth Management held 4,948 shares of Morgan Stanley worth $1.03M as of Q2 2026.
  • Tradition Wealth Management sold 336 Morgan Stanley shares in Q2 2026, an estimated $66.5K.
  • Morgan Stanley made up 0.06% of Tradition Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Tradition Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 20 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.