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Triad Wealth Partners’s Morgan Stanley MS Stock Holding History

Triad Wealth Partners’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 		$2.33M Buy
11,050
+2,403
+28% +$476K 0.14% 104
2026
Q1 		$1.42M Buy
8,647
+505
+6% +$87.4K 0.11% 131
2025
Q4 		$1.45M Buy
8,142
+884
+12% +$147K 0.14% 113
2025
Q3 		$1.15M Buy
7,258
+579
+9% +$85.5K 0.15% 107
2025
Q2 		$941K Sell
6,679
-50
-0.7% -$6.14K 0.19% 93
2025
Q1 		$785K Sell
6,729
-92
-1% -$11.9K 0.24% 70
2024
Q4 		$858K Buy
+6,821
New +$840K 0.31% 55
2024
Q3 		– Sell
-4,136
Closed -$402K – 583
2024
Q2 		$402K Buy
4,136
+89
+2% +$8.47K 0.21% 46
2024
Q1 		$381K Buy
+4,047
New +$356K 0.29% 33

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 $3.37T AUM 44.26% 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

Triad Wealth Partners's MS Position: Q2 2026 in Review

Triad Wealth Partners increased its Morgan Stanley (MS) stake by 28% in Q2 2026, buying an estimated $476K and bringing the position to 11,050 shares worth $2.33M. The position accounts for 0.14% of the portfolio, ranked #104.

Triad Wealth Partners first reported a position in MS in Q1 2024 and has held it in 9 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Triad Wealth Partners held 11,050 shares of Morgan Stanley worth $2.33M as of Q2 2026.
  • Triad Wealth Partners bought 2,403 Morgan Stanley shares in Q2 2026, an estimated $476K.
  • Morgan Stanley made up 0.14% of Triad Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Triad Wealth Partners first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.