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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TritonPoint Wealth's MS Position: Q1 2026 in Review

TritonPoint Wealth increased its Morgan Stanley (MS) stake by 3.2% in Q1 2026, buying an estimated $19.4K and bringing the position to 3,603 shares worth $593K. The position accounts for 0.06% of the portfolio, ranked #156.

TritonPoint Wealth first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $620K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

TritonPoint Wealth held 3,603 shares of Morgan Stanley worth $593K as of Q1 2026.
TritonPoint Wealth bought 112 Morgan Stanley shares in Q1 2026, an estimated $19.4K.
Morgan Stanley made up 0.06% of TritonPoint Wealth's portfolio in Q1 2026, its #156 holding.
TritonPoint Wealth first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Morgan Stanley position peaked at $620K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.