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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Triad Wealth Partners's MS Position: Q1 2026 in Review

Triad Wealth Partners increased its Morgan Stanley (MS) stake by 6.2% in Q1 2026, buying an estimated $87.4K and bringing the position to 8,647 shares worth $1.42M. The position accounts for 0.11% of the portfolio, ranked #131.

Triad Wealth Partners first reported a position in MS in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Triad Wealth Partners held 8,647 shares of Morgan Stanley worth $1.42M as of Q1 2026.
Triad Wealth Partners bought 505 Morgan Stanley shares in Q1 2026, an estimated $87.4K.
Morgan Stanley made up 0.11% of Triad Wealth Partners's portfolio in Q1 2026, its #131 holding.
Triad Wealth Partners first reported a position in Morgan Stanley in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Morgan Stanley position peaked at $1.45M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.