Traveka Wealth
MS icon

Traveka Wealth’s Morgan Stanley MS Stock Holding History

Traveka Wealth’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
Q3 		$225K Buy
1,196
+202
+20% +$42.9K 0.07% 186
2026
Q2 		$208K Buy
+994
New +$197K 0.07% 184

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Traveka Wealth's MS Position: Q3 2026 in Review

Traveka Wealth increased its Morgan Stanley (MS) stake by 20% in Q3 2026, buying an estimated $42.9K and bringing the position to 1,196 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #186.

Traveka Wealth first reported a position in MS in Q2 2026 and has held it in 2 quarters since. 2,073 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Traveka Wealth held 1,196 shares of Morgan Stanley worth $225K as of Q3 2026.
  • Traveka Wealth bought 202 Morgan Stanley shares in Q3 2026, an estimated $42.9K.
  • Morgan Stanley made up 0.07% of Traveka Wealth's portfolio in Q3 2026, its #186 holding.
  • Traveka Wealth first reported a position in Morgan Stanley in Q2 2026 and has held it in 2 quarters since.
  • 2,073 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.