Turtle Creek Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Other funds holding MS
Turtle Creek Wealth Advisors's MS Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its Morgan Stanley (MS) stake by 6.1% in Q2 2026, buying an estimated $177K and bringing the position to 15,505 shares worth $3.24M. The position accounts for 0.17% of the portfolio, ranked #95.
Turtle Creek Wealth Advisors first reported a position in MS in Q4 2023 and has held it in 9 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Turtle Creek Wealth Advisors held 15,505 shares of Morgan Stanley worth $3.24M as of Q2 2026.
- Turtle Creek Wealth Advisors bought 892 Morgan Stanley shares in Q2 2026, an estimated $177K.
- Morgan Stanley made up 0.17% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #95 holding.
- Turtle Creek Wealth Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 9 quarters since.
- 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.