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Twin Capital Management’s Morgan Stanley MS Stock Holding History

Twin Capital Management’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 		$2.29M Sell
13,918
-125
-0.9% -$21.6K 0.3% 86
2025
Q4 		$2.49M Buy
14,043
+3,109
+28% +$519K 0.31% 81
2025
Q3 		$1.74M Sell
10,934
-147
-1% -$21.7K 0.22% 109
2025
Q2 		$1.56M Sell
11,081
-386
-3% -$47.4K 0.17% 141
2025
Q1 		$1.34M Buy
11,467
+5,210
+83% +$671K 0.16% 149
2024
Q4 		$787K Buy
+6,257
New +$771K 0.09% 194
2023
Q4 		– Sell
-8,947
Closed -$731K – 288
2023
Q3 		$731K Sell
8,947
-460
-5% -$39.9K 0.11% 189
2023
Q2 		$803K Sell
9,407
-74
-0.8% -$6.33K 0.1% 192
2023
Q1 		$832K Sell
9,481
-600
-6% -$56K 0.11% 191
2022
Q4 		$857K Buy
10,081
+1,119
+12% +$95.4K 0.11% 192
2022
Q3 		$708K Sell
8,962
-67,140
-88% -$5.66M 0.1% 209
2022
Q2 		$5.79M Sell
76,102
-1,111
-1% -$91K 0.74% 28
2022
Q1 		$6.75M Sell
77,213
-3,165
-4% -$305K 0.73% 23
2021
Q4 		$7.89M Sell
80,378
-3,250
-4% -$324K 0.79% 21
2021
Q3 		$8.14M Sell
83,628
-10,180
-11% -$1.01M 0.83% 20
2021
Q2 		$8.6M Buy
93,808
+3,460
+4% +$297K 0.79% 19
2021
Q1 		$7.02M Sell
90,348
-1,580
-2% -$121K 0.7% 31
2020
Q4 		$6.3M Sell
91,928
-1,472
-2% -$84.5K 0.57% 44
2020
Q3 		$4.52M Sell
93,400
-1,364
-1% -$68.7K 0.41% 72
2020
Q2 		$4.58M Buy
94,764
+7,791
+9% +$327K 0.44% 65
2020
Q1 		$2.96M Sell
86,973
-1,160
-1% -$54.6K 0.32% 97
2019
Q4 		$4.5M Buy
+88,133
New +$4.17M 0.38% 83
2019
Q2 		– Sell
-36,280
Closed -$1.53M – 282
2019
Q1 		$1.53M Sell
36,280
-100
-0.3% -$4.21K 0.08% 234
2018
Q4 		$1.44M Hold
36,380
– – 0.08% 226
2018
Q3 		$1.69M Sell
36,380
-880
-2% -$43K 0.08% 240
2018
Q2 		$1.77M Buy
37,260
+470
+1% +$24.6K 0.09% 233
2018
Q1 		$1.99M Sell
36,790
-750
-2% -$41.5K 0.1% 221
2017
Q4 		$1.97M Sell
37,540
-150
-0.4% -$7.59K 0.1% 226
2017
Q3 		$1.82M Sell
37,690
-73,605
-66% -$3.41M 0.1% 240
2017
Q2 		$4.96M Buy
111,295
+16,084
+17% +$694K 0.29% 108
2017
Q1 		$4.08M Buy
95,211
+21,781
+30% +$966K 0.25% 123
2016
Q4 		$3.1M Buy
73,430
+65,430
+818% +$2.47M 0.2% 154
2016
Q3 		$256K Buy
+8,000
New +$239K 0.02% 327
2016
Q1 		– Sell
-10,900
Closed -$347K – 279
2015
Q4 		$347K Sell
10,900
-64,430
-86% -$2.14M 0.03% 259
2015
Q3 		$2.37M Sell
75,330
-100
-0.1% -$3.64K 0.23% 139
2015
Q2 		$2.93M Buy
75,430
+810
+1% +$30.8K 0.26% 124
2015
Q1 		$2.66M Sell
74,620
-500
-0.7% -$17.9K 0.23% 134
2014
Q4 		$2.92M Buy
75,120
+63,220
+531% +$2.25M 0.28% 111
2014
Q3 		$411K Sell
11,900
-12,180
-51% -$406K 0.04% 260
2014
Q2 		$779K Sell
24,080
-18,230
-43% -$562K 0.08% 229
2014
Q1 		$1.32M Sell
42,310
-2,540
-6% -$78.5K 0.14% 193
2013
Q4 		$1.41M Buy
44,850
+1,950
+5% +$58K 0.15% 180
2013
Q3 		$1.16M Sell
42,900
-2,600
-6% -$69.8K 0.12% 230
2013
Q2 		$1.11M Buy
+45,500
New +$1.08M 0.12% 227

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

Twin Capital Management's MS Position: Q1 2026 in Review

Twin Capital Management reduced its Morgan Stanley (MS) stake by 0.89% in Q1 2026, selling an estimated $21.6K and leaving 13,918 shares worth $2.29M. The position accounts for 0.3% of the portfolio, ranked #86.

Twin Capital Management first reported a position in MS in Q2 2013 and has held it in 44 quarters since. The position peaked at $8.6M in Q2 2021. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Twin Capital Management held 13,918 shares of Morgan Stanley worth $2.29M as of Q1 2026.
  • Twin Capital Management sold 125 Morgan Stanley shares in Q1 2026, an estimated $21.6K.
  • Morgan Stanley made up 0.3% of Twin Capital Management's portfolio in Q1 2026, its #86 holding.
  • Twin Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 44 quarters since.
  • Twin Capital Management's Morgan Stanley position peaked at $8.6M in Q2 2021.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.