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Turning Point Benefit Group’s Morgan Stanley MS Stock Holding History

Turning Point Benefit Group’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
-47
Closed -$8.34K – 529
2025
Q4 		$8.34K Buy
47
+34
+262% +$5.67K ﹤0.01% 257
2025
Q3 		$2.04K Buy
+13
New +$1.92K ﹤0.01% 301

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Turning Point Benefit Group's MS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 47 shares — an estimated $8.34K sold.

Turning Point Benefit Group first reported a position in MS in Q3 2025 and held it in 2 quarters. The position peaked at $8.34K in Q4 2025. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 47 Morgan Stanley shares in Q1 2026, an estimated $8.34K.
  • Turning Point Benefit Group first reported a position in Morgan Stanley in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Morgan Stanley position peaked at $8.34K in Q4 2025.
  • 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.