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 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 $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Turtle Creek Wealth Advisors's MS Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Morgan Stanley (MS) stake by 8.6% in Q1 2026, buying an estimated $200K and bringing the position to 14,613 shares worth $2.4M. The position accounts for 0.18% of the portfolio, ranked #92.

Turtle Creek Wealth Advisors first reported a position in MS in Q4 2023 and has held it in 8 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Turtle Creek Wealth Advisors held 14,613 shares of Morgan Stanley worth $2.4M as of Q1 2026.
Turtle Creek Wealth Advisors bought 1,157 Morgan Stanley shares in Q1 2026, an estimated $200K.
Morgan Stanley made up 0.18% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #92 holding.
Turtle Creek Wealth Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 8 quarters since.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.