TCM
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Traynor Capital Management’s Morgan Stanley MS Stock Holding History

Traynor Capital 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 		$446K Buy
2,132
+114
+6% +$22.6K 0.02% 210
2026
Q1 		$320K Buy
2,018
+57
+3% +$9.87K 0.02% 238
2025
Q4 		$348K Buy
1,961
+471
+32% +$78.6K 0.02% 226
2025
Q3 		$237K Buy
+1,490
New +$220K 0.01% 276

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Traynor Capital Management's MS Position: Q2 2026 in Review

Traynor Capital Management increased its Morgan Stanley (MS) stake by 5.6% in Q2 2026, buying an estimated $22.6K and bringing the position to 2,132 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #210.

Traynor Capital Management first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Traynor Capital Management held 2,132 shares of Morgan Stanley worth $446K as of Q2 2026.
  • Traynor Capital Management bought 114 Morgan Stanley shares in Q2 2026, an estimated $22.6K.
  • Morgan Stanley made up 0.02% of Traynor Capital Management's portfolio in Q2 2026, its #210 holding.
  • Traynor Capital Management first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.