TWM
MS icon

Tripletail Wealth Management’s Morgan Stanley MS Stock Holding History

Tripletail Wealth Management’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 		$391K Hold
2,357
– – 0.53% 43
2025
Q4 		$418K Sell
2,357
-11
-0.5% -$1.83K 0.53% 39
2025
Q3 		$375K Buy
2,368
+353
+18% +$52.1K 0.44% 45
2025
Q2 		$290K Buy
+2,015
New +$247K 0.41% 50

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

Tripletail Wealth Management's MS Position: Q1 2026 in Review

Tripletail Wealth Management held its Morgan Stanley (MS) position steady in Q1 2026 at 2,357 shares worth $391K. The position accounts for 0.53% of the portfolio, ranked #43.

Tripletail Wealth Management first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $418K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Tripletail Wealth Management held 2,357 shares of Morgan Stanley worth $391K as of Q1 2026.
  • Tripletail Wealth Management left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.53% of Tripletail Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Tripletail Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's Morgan Stanley position peaked at $418K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.