Turtle Creek Wealth Advisors’s Morgan Stanley MS Stock Holding History

Turtle Creek Wealth 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 Q3	$3.18M	Buy	16,931 +1,426	+9%	+$303K	0.16%	99
2026 Q2	$3.24M	Buy	15,505 +892	+6%	+$177K	0.17%	95
2026 Q1	$2.4M	Buy	14,613 +1,157	+9%	+$200K	0.18%	92
2025 Q4	$2.39M	Buy	13,456 +4,184	+45%	+$698K	0.19%	94
2025 Q3	$1.47M	Buy	9,272 +3,118	+51%	+$460K	0.13%	104
2025 Q2	$867K	Buy	+6,154	New	+$756K	0.1%	122
2024 Q4	–	Sell	-2,802	Closed	-$292K	–	135
2024 Q3	$292K	Buy	2,802 +212	+8%	+$21.4K	0.06%	136
2024 Q2	$252K	Buy	2,590 +56	+2%	+$5.33K	0.06%	135
2024 Q1	$239K	Sell	2,534 -2,395	-49%	-$211K	0.06%	135
2023 Q4	$460K	Buy	+4,929	New	+$394K	0.14%	92

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Turtle Creek Wealth Advisors's MS Position: Q3 2026 in Review

Turtle Creek Wealth Advisors increased its Morgan Stanley (MS) stake by 9.2% in Q3 2026, buying an estimated $303K and bringing the position to 16,931 shares worth $3.18M. The position accounts for 0.16% of the portfolio, ranked #99.

Turtle Creek Wealth Advisors first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.24M in Q2 2026. 2,046 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Turtle Creek Wealth Advisors held 16,931 shares of Morgan Stanley worth $3.18M as of Q3 2026.
Turtle Creek Wealth Advisors bought 1,426 Morgan Stanley shares in Q3 2026, an estimated $303K.
Morgan Stanley made up 0.16% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #99 holding.
Turtle Creek Wealth Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Turtle Creek Wealth Advisors's Morgan Stanley position peaked at $3.24M in Q2 2026.
2,046 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.