Twin Focus Capital Partners’s Morgan Stanley MS Stock Holding History

Twin Focus Capital Partners’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	-1,183	Closed	-$210K	–	190
2025 Q4	$210K	Buy	+1,183	New	+$197K	0.02%	173
2023 Q3	–	Sell	-4,031	Closed	-$344K	–	204
2023 Q2	$344K	Buy	4,031 +702	+21%	+$60K	0.07%	146
2023 Q1	$292K	Buy	3,329 +119	+4%	+$11.1K	0.06%	168
2022 Q4	$273K	Hold	3,210	–	–	0.06%	167
2022 Q3	$254K	Hold	3,210	–	–	0.06%	167
2022 Q2	$244K	Hold	3,210	–	–	0.05%	169
2022 Q1	$281K	Sell	3,210 -101	-3%	-$9.74K	0.05%	173
2021 Q4	$325K	Hold	3,311	–	–	0.07%	158
2021 Q3	$322K	Buy	3,311 +9	+0.3%	+$892	0.08%	129
2021 Q2	$303K	Buy	3,302 +1	+0%	+$86	0.07%	136
2021 Q1	$256K	Buy	3,301 +90	+3%	+$6.9K	0.07%	128
2020 Q4	$220K	Buy	+3,211	New	+$184K	0.07%	147
2020 Q1	–	Sell	-11,798	Closed	-$603K	–	198
2019 Q4	$603K	Buy	11,798 +3,198	+37%	+$151K	0.19%	81
2019 Q3	$367K	Hold	8,600	–	–	0.14%	96
2019 Q2	$377K	Hold	8,600	–	–	0.16%	85
2019 Q1	$363K	Buy	8,600 +2,500	+41%	+$105K	0.17%	67
2018 Q4	$242K	Buy	+6,100	New	+$266K	0.11%	84

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

Twin Focus Capital Partners's MS Position: Q1 2026 in Review

Twin Focus Capital Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,183 shares — an estimated $210K sold.

Twin Focus Capital Partners first reported a position in MS in Q4 2018 and held it in 17 quarters. The position peaked at $603K in Q4 2019. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Twin Focus Capital Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Twin Focus Capital Partners sold 1,183 Morgan Stanley shares in Q1 2026, an estimated $210K.
Twin Focus Capital Partners first reported a position in Morgan Stanley in Q4 2018 and held it in 17 quarters.
Twin Focus Capital Partners's Morgan Stanley position peaked at $603K in Q4 2019.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Twin Focus Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.