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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
Q2 		$208K Buy
+994
New +$197K 0.07% 184

Other funds holding MS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Traveka Wealth's MS Position: Q2 2026 in Review

Traveka Wealth opened a new position in Morgan Stanley (MS) in Q2 2026: 994 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #184 among its holdings.

1,332 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Traveka Wealth held 994 shares of Morgan Stanley worth $208K as of Q2 2026.
  • Morgan Stanley was a new Traveka Wealth position in Q2 2026.
  • Morgan Stanley made up 0.07% of Traveka Wealth's portfolio in Q2 2026, its #184 holding.
  • 1,332 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.