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 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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TriaGen Wealth Management's MS Position: Q2 2026 in Review

TriaGen Wealth Management increased its Morgan Stanley (MS) stake by 133% in Q2 2026, buying an estimated $1.39M and bringing the position to 12,289 shares worth $2.57M. The position accounts for 0.64% of the portfolio, ranked #35.

TriaGen Wealth Management first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

TriaGen Wealth Management held 12,289 shares of Morgan Stanley worth $2.57M as of Q2 2026.
TriaGen Wealth Management bought 7,021 Morgan Stanley shares in Q2 2026, an estimated $1.39M.
Morgan Stanley made up 0.64% of TriaGen Wealth Management's portfolio in Q2 2026, its #35 holding.
TriaGen Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.