TCM
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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Triumph Capital Management's MS Position: Q2 2026 in Review

Triumph Capital Management increased its Morgan Stanley (MS) stake by 0.73% in Q2 2026, buying an estimated $396 and bringing the position to 276 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #642.

Triumph Capital Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Triumph Capital Management held 276 shares of Morgan Stanley worth $57.8K as of Q2 2026.
  • Triumph Capital Management bought 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #642 holding.
  • Triumph Capital Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.