TC
MS icon

Truvestments Capital’s Morgan Stanley MS Stock Holding History

Truvestments Capital’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 		$4.11M Sell
25,003
-1,022
-4% -$177K 0.74% 22
2025
Q4 		$4.62M Sell
26,025
-483
-2% -$80.6K 0.84% 20
2025
Q3 		$4.21M Sell
26,508
-7,305
-22% -$1.08M 0.76% 26
2025
Q2 		$4.76M Buy
33,813
+359
+1% +$44.1K 0.95% 22
2025
Q1 		$3.9M Buy
33,454
+27,270
+441% +$3.51M 0.85% 39
2024
Q4 		$777K Buy
6,184
+1,738
+39% +$214K 0.2% 104
2024
Q3 		$463K Buy
4,446
+929
+26% +$93.6K 0.12% 135
2024
Q2 		$342K Buy
3,517
+46
+1% +$4.38K 0.14% 152
2024
Q1 		$327K Buy
3,471
+2,914
+523% +$257K 0.13% 157
2023
Q4 		$51.9K Sell
557
-8
-1% -$640 0.02% 320
2023
Q3 		$46.1K Buy
565
+4
+0.7% +$347 0.02% 297
2023
Q2 		$47.9K Buy
+561
New +$48K 0.02% 298
2020
Q3 		– Sell
-153
Closed -$7K – 459
2020
Q2 		$7K Buy
+153
New +$6.43K 0.01% 427
2018
Q3 		$6K Buy
+136
New +$6.64K ﹤0.01% 718

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

Truvestments Capital's MS Position: Q1 2026 in Review

Truvestments Capital reduced its Morgan Stanley (MS) stake by 3.9% in Q1 2026, selling an estimated $177K and leaving 25,003 shares worth $4.11M. The position accounts for 0.74% of the portfolio, ranked #22.

Truvestments Capital first reported a position in MS in Q3 2018 and has held it in 14 quarters since. The position peaked at $4.76M in Q2 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Truvestments Capital held 25,003 shares of Morgan Stanley worth $4.11M as of Q1 2026.
  • Truvestments Capital sold 1,022 Morgan Stanley shares in Q1 2026, an estimated $177K.
  • Morgan Stanley made up 0.74% of Truvestments Capital's portfolio in Q1 2026, its #22 holding.
  • Truvestments Capital first reported a position in Morgan Stanley in Q3 2018 and has held it in 14 quarters since.
  • Truvestments Capital's Morgan Stanley position peaked at $4.76M in Q2 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.