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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
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 $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

Triglav Skladi's MS Position: Q1 2026 in Review

Triglav Skladi reduced its Morgan Stanley (MS) stake by 56% in Q1 2026, selling an estimated $4.4M and leaving 20,151 shares worth $3.31M. The position accounts for 0.23% of the portfolio, ranked #66.

Triglav Skladi first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.09M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Triglav Skladi held 20,151 shares of Morgan Stanley worth $3.31M as of Q1 2026.
  • Triglav Skladi sold 25,426 Morgan Stanley shares in Q1 2026, an estimated $4.4M.
  • Morgan Stanley made up 0.23% of Triglav Skladi's portfolio in Q1 2026, its #66 holding.
  • Triglav Skladi first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Triglav Skladi's Morgan Stanley position peaked at $8.09M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Triglav Skladi's 13F filing for Q1 2026, filed 4 May 2026.