Trifecta Capital Advisors
MS icon

Trifecta Capital Advisors’s Morgan Stanley MS Stock Holding History

Trifecta Capital Advisors’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 		$11.3M Buy
60,223
+1,091
+2% +$232K 1.4% 23
2026
Q2 		$12.4M Sell
59,132
-438
-0.7% -$86.7K 1.59% 22
2026
Q1 		$9.8M Buy
59,570
+1,422
+2% +$246K 1.52% 20
2025
Q4 		$10.3M Buy
58,148
+1,735
+3% +$289K 1.53% 20
2025
Q3 		$8.97M Buy
56,413
+635
+1% +$93.8K 1.36% 25
2025
Q2 		$7.86M Buy
55,778
+5,506
+11% +$676K 1.31% 25
2025
Q1 		$5.87M Sell
50,272
-837
-2% -$108K 1.23% 30
2024
Q4 		$6.43M Sell
51,109
-586
-1% -$72.2K 1.27% 25
2024
Q3 		$5.39M Sell
51,695
-1,054
-2% -$106K 1.13% 29
2024
Q2 		$5.13M Sell
52,749
-355
-0.7% -$33.8K 1.14% 26
2024
Q1 		$5M Buy
53,104
+1,632
+3% +$144K 1.22% 25
2023
Q4 		$4.8M Buy
51,472
+855
+2% +$68.4K 1.33% 23
2023
Q3 		$4.13M Sell
50,617
-212
-0.4% -$18.4K 1.33% 20
2023
Q2 		$4.34M Buy
50,829
+585
+1% +$50K 1.4% 18
2023
Q1 		$4.41M Buy
50,244
+834
+2% +$77.8K 1.55% 15
2022
Q4 		$4.2M Buy
+49,410
New +$4.21M 1.67% 15

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Trifecta Capital Advisors's MS Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Morgan Stanley (MS) stake by 1.8% in Q3 2026, buying an estimated $232K and bringing the position to 60,223 shares worth $11.3M. The position accounts for 1.4% of the portfolio, ranked #23.

Trifecta Capital Advisors first reported a position in MS in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.4M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Trifecta Capital Advisors held 60,223 shares of Morgan Stanley worth $11.3M as of Q3 2026.
  • Trifecta Capital Advisors bought 1,091 Morgan Stanley shares in Q3 2026, an estimated $232K.
  • Morgan Stanley made up 1.4% of Trifecta Capital Advisors's portfolio in Q3 2026, its #23 holding.
  • Trifecta Capital Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Morgan Stanley position peaked at $12.4M in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.