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Trivium Point Advisory’s Morgan Stanley MS Stock Holding History

Trivium Point Advisory’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 		$667K Buy
3,189
+921
+41% +$182K 0.06% 226
2026
Q1 		$373K Sell
2,268
-460
-17% -$79.6K 0.07% 217
2025
Q4 		$484K Sell
2,728
-90
-3% -$15K 0.05% 242
2025
Q3 		$448K Sell
2,818
-1,256
-31% -$185K 0.05% 250
2025
Q2 		$574K Buy
4,074
+643
+19% +$79K 0.06% 228
2025
Q1 		$400K Buy
3,431
+846
+33% +$109K 0.05% 253
2024
Q4 		$325K Buy
2,585
+225
+10% +$27.7K 0.04% 281
2024
Q3 		$313K Buy
+2,360
New +$238K 0.04% 279

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

Trivium Point Advisory's MS Position: Q2 2026 in Review

Trivium Point Advisory increased its Morgan Stanley (MS) stake by 41% in Q2 2026, buying an estimated $182K and bringing the position to 3,189 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #226.

Trivium Point Advisory first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Trivium Point Advisory held 3,189 shares of Morgan Stanley worth $667K as of Q2 2026.
  • Trivium Point Advisory bought 921 Morgan Stanley shares in Q2 2026, an estimated $182K.
  • Morgan Stanley made up 0.06% of Trivium Point Advisory's portfolio in Q2 2026, its #226 holding.
  • Trivium Point Advisory first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.