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Tred Avon Family Wealth’s Morgan Stanley MS Stock Holding History

Tred Avon Family 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 		$352K Sell
1,683
-56
-3% -$11.1K 0.11% 210
2026
Q1 		$286K Sell
1,739
-135
-7% -$23.4K 0.1% 226
2025
Q4 		$333K Buy
+1,874
New +$313K 0.11% 204

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's MS Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Morgan Stanley (MS) stake by 3.2% in Q2 2026, selling an estimated $11.1K and leaving 1,683 shares worth $352K. The position accounts for 0.11% of the portfolio, ranked #210.

Tred Avon Family Wealth first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Tred Avon Family Wealth held 1,683 shares of Morgan Stanley worth $352K as of Q2 2026.
  • Tred Avon Family Wealth sold 56 Morgan Stanley shares in Q2 2026, an estimated $11.1K.
  • Morgan Stanley made up 0.11% of Tred Avon Family Wealth's portfolio in Q2 2026, its #210 holding.
  • Tred Avon Family Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.