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Trivest Advisors’s Morgan Stanley MS Stock Holding History

Trivest Advisors’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 		– Sell
-96,700
Closed -$17.2M – 36
2025
Q4 		$17.2M Buy
+96,700
New +$16.1M 0.78% 16
2025
Q1 		– Sell
-400,000
Closed -$50.3M – 44
2024
Q4 		$50.3M Buy
+400,000
New +$49.3M 2.28% 16

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

Trivest Advisors's MS Position: Q1 2026 in Review

Trivest Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 96,700 shares — an estimated $17.2M sold.

Trivest Advisors first reported a position in MS in Q4 2024 and held it in 2 quarters. The position peaked at $50.3M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Trivest Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Trivest Advisors sold 96,700 Morgan Stanley shares in Q1 2026, an estimated $17.2M.
  • Trivest Advisors first reported a position in Morgan Stanley in Q4 2024 and held it in 2 quarters.
  • Trivest Advisors's Morgan Stanley position peaked at $50.3M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Trivest Advisors's 13F filing for Q1 2026, filed 7 May 2026.