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Triglav Skladi’s Morgan Stanley MS Stock Holding History

Triglav Skladi’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 		$7.49M Buy
35,824
+15,673
+78% +$3.1M 0.39% 49
2026
Q1 		$3.31M Sell
20,151
-25,426
-56% -$4.4M 0.23% 66
2025
Q4 		$8.09M Buy
45,577
+18,600
+69% +$3.1M 0.51% 47
2025
Q3 		$4.29M Buy
26,977
+7,465
+38% +$1.1M 0.28% 57
2025
Q2 		$2.75M Hold
19,512
– – 0.2% 67
2025
Q1 		$2.28M Hold
19,512
– – 0.19% 70
2024
Q4 		$2.45M Buy
+19,512
New +$2.4M 0.19% 63

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Triglav Skladi's MS Position: Q2 2026 in Review

Triglav Skladi increased its Morgan Stanley (MS) stake by 78% in Q2 2026, buying an estimated $3.1M and bringing the position to 35,824 shares worth $7.49M. The position accounts for 0.39% of the portfolio, ranked #49.

Triglav Skladi first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.09M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Triglav Skladi held 35,824 shares of Morgan Stanley worth $7.49M as of Q2 2026.
  • Triglav Skladi bought 15,673 Morgan Stanley shares in Q2 2026, an estimated $3.1M.
  • Morgan Stanley made up 0.39% of Triglav Skladi's portfolio in Q2 2026, its #49 holding.
  • Triglav Skladi first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Triglav Skladi's Morgan Stanley position peaked at $8.09M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Triglav Skladi's 13F filing for Q2 2026, filed 11 Aug 2026.