TriaGen Wealth Management’s Morgan Stanley MS Stock Holding History

TriaGen Wealth Management’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	$867K	Hold	5,268	–	–	0.24%	92
2025 Q4	$935K	Sell	5,268 -500	-9%	-$83.4K	0.24%	85
2025 Q3	$917K	Sell	5,768 -3	-0.1%	-$443	0.24%	89
2025 Q2	$813K	Buy	5,771 +3	+0.1%	+$368	0.25%	86
2025 Q1	$673K	Sell	5,768 -1,300	-18%	-$168K	0.24%	85
2024 Q4	$889K	Hold	7,068	–	–	0.3%	73
2024 Q3	$737K	Hold	7,068	–	–	0.25%	84
2024 Q2	$687K	Sell	7,068 -37	-0.5%	-$3.52K	0.27%	85
2024 Q1	$669K	Hold	7,105	–	–	0.28%	80
2023 Q4	$663K	Buy	7,105 +200	+3%	+$16K	0.32%	74
2023 Q3	$564K	Hold	6,905	–	–	0.29%	80
2023 Q2	$590K	Hold	6,905	–	–	0.27%	88
2023 Q1	$606K	Buy	6,905 +37	+0.5%	+$3.45K	0.3%	84
2022 Q4	$584K	Hold	6,868	–	–	0.32%	82
2022 Q3	$543K	Sell	6,868 -258	-4%	-$21.7K	0.3%	82
2022 Q2	$542K	Hold	7,126	–	–	0.39%	71
2022 Q1	$623K	Buy	7,126 +33	+0.5%	+$3.18K	0.32%	88
2021 Q4	$696K	Sell	7,093 -4,057	-36%	-$404K	0.34%	82
2021 Q3	$1.08M	Buy	11,150 +3,957	+55%	+$392K	0.59%	62
2021 Q2	$690K	Sell	7,193 -2,453	-25%	-$210K	0.36%	86
2021 Q1	$749K	Sell	9,646 -462	-5%	-$35.4K	0.43%	73
2020 Q4	$693K	Buy	+10,108	New	+$580K	0.41%	80

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 $295B AUM 31.6% 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