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Triangle Securities Wealth Management’s Morgan Stanley MS Stock Holding History

Triangle Securities 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 		$1.73M Sell
8,294
-160
-2% -$31.7K 0.34% 77
2026
Q1 		$1.39M Sell
8,454
-402
-5% -$69.6K 0.32% 81
2025
Q4 		$1.57M Sell
8,856
-243
-3% -$40.5K 0.33% 74
2025
Q3 		$1.45M Buy
9,099
+205
+2% +$30.3K 0.33% 76
2025
Q2 		$1.25M Sell
8,894
-205
-2% -$25.2K 0.31% 83
2025
Q1 		$1.06M Sell
9,099
-343
-4% -$44.2K 0.27% 98
2024
Q4 		$1.19M Sell
9,442
-581
-6% -$71.6K 0.3% 85
2024
Q3 		$1.04M Sell
10,023
-145
-1% -$14.6K 0.27% 98
2024
Q2 		$988K Sell
10,168
-44
-0.4% -$4.19K 0.28% 101
2024
Q1 		$962K Sell
10,212
-226
-2% -$19.9K 0.27% 103
2023
Q4 		$973K Sell
10,438
-48
-0.5% -$3.84K 0.3% 97
2023
Q3 		$856K Sell
10,486
-217
-2% -$18.8K 0.3% 91
2023
Q2 		$914K Sell
10,703
-287
-3% -$24.5K 0.31% 91
2023
Q1 		$965K Sell
10,990
-520
-5% -$48.5K 0.35% 86
2022
Q4 		$979K Sell
11,510
-540
-4% -$46K 0.36% 81
2022
Q3 		$952K Sell
12,050
-125
-1% -$10.5K 0.39% 75
2022
Q2 		$926K Buy
12,175
+250
+2% +$20.5K 0.36% 84
2022
Q1 		$1.04M Sell
11,925
-1,040
-8% -$100K 0.35% 84
2021
Q4 		$1.27M Sell
12,965
-370
-3% -$36.9K 0.4% 81
2021
Q3 		$1.3M Sell
13,335
-340
-2% -$33.7K 0.44% 75
2021
Q2 		$1.25M Sell
13,675
-1,406
-9% -$121K 0.42% 76
2021
Q1 		$1.17M Sell
15,081
-104
-0.7% -$7.97K 0.42% 77
2020
Q4 		$1.04M Buy
15,185
+677
+5% +$38.8K 0.41% 79
2020
Q3 		$701K Sell
14,508
-692
-5% -$34.9K 0.32% 98
2020
Q2 		$734K Buy
15,200
+428
+3% +$18K 0.35% 87
2020
Q1 		$502K Buy
14,772
+2,295
+18% +$108K 0.29% 98
2019
Q4 		$638K Buy
12,477
+180
+1% +$8.52K 0.28% 98
2019
Q3 		$525K Buy
12,297
+625
+5% +$26.7K 0.26% 103
2019
Q2 		$508K Buy
11,672
+295
+3% +$13.2K 0.26% 98
2019
Q1 		$480K Buy
11,377
+245
+2% +$10.3K 0.25% 100
2018
Q4 		$441K Buy
11,132
+2,140
+24% +$93.4K 0.26% 98
2018
Q3 		$419K Sell
8,992
-440
-5% -$21.5K 0.22% 107
2018
Q2 		$447K Sell
9,432
-335
-3% -$17.5K 0.25% 102
2018
Q1 		$527K Sell
9,767
-435
-4% -$24.1K 0.3% 94
2017
Q4 		$535K Sell
10,202
-100
-1% -$5.06K 0.31% 91
2017
Q3 		$496K Hold
10,302
– – 0.3% 89
2017
Q2 		$459K Sell
10,302
-475
-4% -$20.5K 0.3% 87
2017
Q1 		$462K Sell
10,777
-135
-1% -$5.99K 0.29% 91
2016
Q4 		$461K Sell
10,912
-1,285
-11% -$48.6K 0.31% 80
2016
Q3 		$391K Sell
12,197
-1,235
-9% -$36.8K 0.27% 95
2016
Q2 		$349K Sell
13,432
-7,430
-36% -$194K 0.26% 93
2016
Q1 		$522K Buy
20,862
+515
+3% +$13.1K 0.34% 80
2015
Q4 		$647K Sell
20,347
-890
-4% -$29.6K 0.43% 70
2015
Q3 		$669K Sell
21,237
-805
-4% -$29.3K 0.51% 68
2015
Q2 		$855K Hold
22,042
– – 0.6% 58
2015
Q1 		$787K Sell
22,042
-140
-0.6% -$5.02K 0.54% 63
2014
Q4 		$861K Buy
22,182
+450
+2% +$16K 0.61% 56
2014
Q3 		$751K Hold
21,732
– – 0.58% 66
2014
Q2 		$703K Sell
21,732
-6,660
-23% -$205K 0.54% 66
2014
Q1 		$624K Sell
28,392
-770
-3% -$23.8K 0.56% 61
2013
Q4 		$915K Sell
29,162
-290
-1% -$8.62K 0.74% 46
2013
Q3 		$794K Sell
29,452
-4,685
-14% -$126K 0.69% 49
2013
Q2 		$834K Buy
+34,137
New +$810K 0.62% 47

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Triangle Securities Wealth Management's MS Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Morgan Stanley (MS) stake by 1.9% in Q2 2026, selling an estimated $31.7K and leaving 8,294 shares worth $1.73M. The position accounts for 0.34% of the portfolio, ranked #77.

Triangle Securities Wealth Management first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 529 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Triangle Securities Wealth Management held 8,294 shares of Morgan Stanley worth $1.73M as of Q2 2026.
  • Triangle Securities Wealth Management sold 160 Morgan Stanley shares in Q2 2026, an estimated $31.7K.
  • Morgan Stanley made up 0.34% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Triangle Securities Wealth Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 529 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.