Triad Wealth Partners
MS icon

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
Q3 		$1.92M Sell
10,230
-820
-7% -$174K 0.11% 128
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Triad Wealth Partners's MS Position: Q3 2026 in Review

Triad Wealth Partners reduced its Morgan Stanley (MS) stake by 7.4% in Q3 2026, selling an estimated $174K and leaving 10,230 shares worth $1.92M. The position accounts for 0.11% of the portfolio, ranked #128.

Triad Wealth Partners first reported a position in MS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.33M in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Triad Wealth Partners held 10,230 shares of Morgan Stanley worth $1.92M as of Q3 2026.
  • Triad Wealth Partners sold 820 Morgan Stanley shares in Q3 2026, an estimated $174K.
  • Morgan Stanley made up 0.11% of Triad Wealth Partners's portfolio in Q3 2026, its #128 holding.
  • Triad Wealth Partners first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • Triad Wealth Partners's Morgan Stanley position peaked at $2.33M in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.