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TritonPoint Wealth’s Morgan Stanley MS Stock Holding History

TritonPoint Wealth’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 		$746K Sell
3,570
-33
-0.9% -$6.54K 0.07% 145
2026
Q1 		$593K Buy
3,603
+112
+3% +$19.4K 0.06% 156
2025
Q4 		$620K Sell
3,491
-404
-10% -$67.4K 0.06% 156
2025
Q3 		$619K Buy
3,895
+95
+3% +$14K 0.05% 198
2025
Q2 		$535K Buy
3,800
+184
+5% +$22.6K 0.05% 203
2025
Q1 		$422K Buy
3,616
+219
+6% +$28.2K 0.04% 234
2024
Q4 		$427K Buy
3,397
+398
+13% +$49K 0.04% 226
2024
Q3 		$312K Sell
2,999
-45
-1% -$4.53K 0.03% 262
2024
Q2 		$296K Buy
3,044
+269
+10% +$25.6K 0.03% 255
2024
Q1 		$260K Sell
2,775
-86
-3% -$7.57K 0.03% 283
2023
Q4 		$267K Buy
+2,861
New +$229K 0.03% 293

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

TritonPoint Wealth's MS Position: Q2 2026 in Review

TritonPoint Wealth reduced its Morgan Stanley (MS) stake by 0.92% in Q2 2026, selling an estimated $6.54K and leaving 3,570 shares worth $746K. The position accounts for 0.07% of the portfolio, ranked #145.

TritonPoint Wealth first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TritonPoint Wealth held 3,570 shares of Morgan Stanley worth $746K as of Q2 2026.
  • TritonPoint Wealth sold 33 Morgan Stanley shares in Q2 2026, an estimated $6.54K.
  • Morgan Stanley made up 0.07% of TritonPoint Wealth's portfolio in Q2 2026, its #145 holding.
  • TritonPoint Wealth first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.