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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
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trifecta Capital Advisors's MS Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Morgan Stanley (MS) stake by 2.4% in Q1 2026, buying an estimated $246K and bringing the position to 59,570 shares worth $9.8M. The position accounts for 1.52% of the portfolio, ranked #20.

Trifecta Capital Advisors first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Trifecta Capital Advisors held 59,570 shares of Morgan Stanley worth $9.8M as of Q1 2026.
  • Trifecta Capital Advisors bought 1,422 Morgan Stanley shares in Q1 2026, an estimated $246K.
  • Morgan Stanley made up 1.52% of Trifecta Capital Advisors's portfolio in Q1 2026, its #20 holding.
  • Trifecta Capital Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • Trifecta Capital Advisors's Morgan Stanley position peaked at $10.3M in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.