TAFW
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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tred Avon Family Wealth's MS Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Morgan Stanley (MS) stake by 7.2% in Q1 2026, selling an estimated $23.4K and leaving 1,739 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #226.

Tred Avon Family Wealth first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $333K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Tred Avon Family Wealth held 1,739 shares of Morgan Stanley worth $286K as of Q1 2026.
  • Tred Avon Family Wealth sold 135 Morgan Stanley shares in Q1 2026, an estimated $23.4K.
  • Morgan Stanley made up 0.1% of Tred Avon Family Wealth's portfolio in Q1 2026, its #226 holding.
  • Tred Avon Family Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Tred Avon Family Wealth's Morgan Stanley position peaked at $333K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.