TriCert Investment Counsel’s Morgan Stanley MS Stock Holding History

TriCert Investment Counsel’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	$21.1M	Buy	+101,020	New	+$20M	1.97%	17

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TriCert Investment Counsel's MS Position: Q2 2026 in Review

TriCert Investment Counsel opened a new position in Morgan Stanley (MS) in Q2 2026: 101,020 shares worth $21.1M. The stake represents 1.97% of the portfolio and ranks #17 among its holdings.

2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

TriCert Investment Counsel held 101,020 shares of Morgan Stanley worth $21.1M as of Q2 2026.
Morgan Stanley was a new TriCert Investment Counsel position in Q2 2026.
Morgan Stanley made up 1.97% of TriCert Investment Counsel's portfolio in Q2 2026, its #17 holding.
2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TriCert Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.