Triumph Capital Management
MS icon

Triumph Capital Management’s Morgan Stanley MS Stock Holding History

Triumph Capital 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
Q3 		$52.6K Buy
280
+4
+1% +$850 0.01% 693
2026
Q2 		$57.8K Buy
276
+2
+0.7% +$396 0.01% 642
2026
Q1 		$45.1K Buy
274
+113
+70% +$19.6K 0.01% 673
2025
Q4 		$28.6K Buy
+161
New +$26.9K 0.01% 766

Other funds holding MS

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Triumph Capital Management's MS Position: Q3 2026 in Review

Triumph Capital Management increased its Morgan Stanley (MS) stake by 1.4% in Q3 2026, buying an estimated $850 and bringing the position to 280 shares worth $52.6K. The position accounts for 0.01% of the portfolio, ranked #693.

Triumph Capital Management first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $57.8K in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Triumph Capital Management held 280 shares of Morgan Stanley worth $52.6K as of Q3 2026.
  • Triumph Capital Management bought 4 Morgan Stanley shares in Q3 2026, an estimated $850.
  • Morgan Stanley made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #693 holding.
  • Triumph Capital Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Morgan Stanley position peaked at $57.8K in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.