Twin Lakes Capital Management’s Morgan Stanley MS Stock Holding History

Twin Lakes 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 Q2	–	Sell	-408	Closed	-$67.1K	–	220
2026 Q1	$67.1K	Hold	408	–	–	0.03%	121
2025 Q4	$72.4K	Hold	408	–	–	0.03%	115
2025 Q3	$64.9K	Hold	408	–	–	0.03%	122
2025 Q2	$57.5K	Hold	408	–	–	0.04%	124
2025 Q1	$47.6K	Sell	408 -312	-43%	-$40.2K	0.03%	127
2024 Q4	$90.5K	Hold	720	–	–	0.06%	106
2024 Q3	$75.1K	Hold	720	–	–	0.05%	120
2024 Q2	$70K	Hold	720	–	–	0.05%	120
2024 Q1	$67.8K	Hold	720	–	–	0.05%	124
2023 Q4	$67.1K	Hold	720	–	–	0.05%	122
2023 Q3	$58.8K	Hold	720	–	–	0.04%	126
2023 Q2	$61.5K	Hold	720	–	–	0.04%	126
2023 Q1	$63.2K	Hold	720	–	–	0.05%	123
2022 Q4	$61.2K	Hold	720	–	–	0.05%	126
2022 Q3	$57K	Hold	720	–	–	0.05%	130
2022 Q2	$55K	Hold	720	–	–	0.04%	105
2022 Q1	$63K	Hold	720	–	–	0.04%	143
2021 Q4	$71K	Hold	720	–	–	0.04%	137
2021 Q3	$70K	Hold	720	–	–	0.04%	131
2021 Q2	$66K	Hold	720	–	–	0.04%	121
2021 Q1	$56K	Buy	+720	New	+$55.2K	0.03%	123

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Twin Lakes Capital Management's MS Position: Q2 2026 in Review

Twin Lakes Capital Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 408 shares — an estimated $67.1K sold.

Twin Lakes Capital Management first reported a position in MS in Q1 2021 and held it in 21 quarters. The position peaked at $90.5K in Q4 2024. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Twin Lakes Capital Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Twin Lakes Capital Management sold 408 Morgan Stanley shares in Q2 2026, an estimated $67.1K.
Twin Lakes Capital Management first reported a position in Morgan Stanley in Q1 2021 and held it in 21 quarters.
Twin Lakes Capital Management's Morgan Stanley position peaked at $90.5K in Q4 2024.
2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.