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 Q3	$2.59M	Buy	13,781 +1,492	+12%	+$317K	0.63%	34
2026 Q2	$2.57M	Buy	12,289 +7,021	+133%	+$1.39M	0.64%	35
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 Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

TriaGen Wealth Management's MS Position: Q3 2026 in Review

TriaGen Wealth Management increased its Morgan Stanley (MS) stake by 12% in Q3 2026, buying an estimated $317K and bringing the position to 13,781 shares worth $2.59M. The position accounts for 0.63% of the portfolio, ranked #34.

TriaGen Wealth Management first reported a position in MS in Q4 2020 and has held it in 24 quarters since. 1,693 funds tracked by Wall St. Rank hold MS as of Q3 2026.

TriaGen Wealth Management held 13,781 shares of Morgan Stanley worth $2.59M as of Q3 2026.
TriaGen Wealth Management bought 1,492 Morgan Stanley shares in Q3 2026, an estimated $317K.
Morgan Stanley made up 0.63% of TriaGen Wealth Management's portfolio in Q3 2026, its #34 holding.
TriaGen Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 24 quarters since.
1,693 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.