Twin Tree Management
MS icon

Twin Tree Management’s Morgan Stanley MS Stock Holding History

Twin Tree 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 		– Sell
-69,387
Closed -$12.3M – 1561
2025
Q4 		$12.3M Sell
69,387
-112,759
-62% -$18.8M 0.11% 237
2025
Q3 		$29M Buy
182,146
+72,397
+66% +$10.7M 0.12% 196
2025
Q2 		$15.5M Buy
109,749
+108,163
+6,820% +$13.3M 0.03% 578
2025
Q1 		$185K Sell
1,586
-154,993
-99% -$20M ﹤0.01% 1391
2024
Q4 		$19.7M Buy
156,579
+55,170
+54% +$6.79M 0.04% 467
2024
Q3 		$10.6M Buy
101,409
+6,907
+7% +$696K 0.02% 636
2024
Q2 		$9.18M Sell
94,502
-462,230
-83% -$44M 0.02% 597
2024
Q1 		$52.4M Buy
556,732
+315,777
+131% +$27.8M 0.12% 168
2023
Q4 		$22.5M Buy
240,955
+56,081
+30% +$4.49M 0.04% 434
2023
Q3 		$15.1M Sell
184,874
-1,198
-0.6% -$104K 0.03% 428
2023
Q2 		$15.9M Buy
186,072
+64,760
+53% +$5.54M 0.02% 484
2023
Q1 		$10.7M Sell
121,312
-93,131
-43% -$8.69M 0.02% 565
2022
Q4 		$18.2M Buy
214,443
+179,496
+514% +$15.3M 0.04% 417
2022
Q3 		$2.76M Sell
34,947
-70,079
-67% -$5.91M 0.01% 884
2022
Q2 		$7.99M Sell
105,026
-32,071
-23% -$2.63M 0.01% 712
2022
Q1 		$12M Buy
+137,097
New +$13.2M 0.02% 655
2021
Q4 		– Sell
-177,634
Closed -$17.7M – 1755
2021
Q3 		$17.3M Sell
177,634
-45,438
-20% -$4.5M 0.04% 411
2021
Q2 		$20.5M Buy
223,072
+146,679
+192% +$12.6M 0.05% 335
2021
Q1 		$5.93M Sell
76,393
-184,909
-71% -$14.2M 0.02% 603
2020
Q4 		$17.9M Buy
+261,302
New +$15M 0.07% 294
2020
Q1 		– Sell
-194,269
Closed -$9.93M – 1541
2019
Q4 		$9.93M Buy
194,269
+140,289
+260% +$6.64M 0.03% 354
2019
Q3 		$2.3M Buy
+53,980
New +$2.31M 0.01% 653
2019
Q2 		– Sell
-154,118
Closed -$6.5M – 1453
2019
Q1 		$6.5M Sell
154,118
-310,862
-67% -$13.1M 0.03% 383
2018
Q4 		$18.4M Buy
464,980
+353,105
+316% +$15.4M 0.11% 186
2018
Q3 		$5.21M Sell
111,875
-187,677
-63% -$9.16M 0.04% 386
2018
Q2 		$14.2M Buy
299,552
+217,199
+264% +$11.3M 0.09% 197
2018
Q1 		$4.44M Sell
82,353
-65,444
-44% -$3.62M 0.04% 361
2017
Q4 		$7.75M Buy
+147,797
New +$7.47M 0.06% 294
2017
Q2 		– Sell
-32,720
Closed -$1.41M – 1102
2017
Q1 		$1.4M Buy
32,720
+18,583
+131% +$825K 0.01% 641
2016
Q4 		$597K Buy
+14,137
New +$535K 0.01% 870
2016
Q3 		– Sell
-152,687
Closed -$4.55M – 1265
2016
Q2 		$3.97M Sell
152,687
-41,603
-21% -$1.09M 0.06% 316
2016
Q1 		$4.86M Buy
194,290
+118,819
+157% +$3.03M 0.09% 223
2015
Q4 		$2.4M Buy
+75,471
New +$2.51M 0.05% 357
2015
Q3 		– Sell
-17,182
Closed -$625K – 1450
2015
Q2 		$666K Buy
17,182
+7,735
+82% +$294K 0.02% 769
2015
Q1 		$337K Sell
9,447
-25,497
-73% -$915K 0.01% 884
2014
Q4 		$1.36M Buy
34,944
+32,478
+1,317% +$1.16M 0.04% 510
2014
Q3 		$85K Buy
+2,466
New +$82.2K ﹤0.01% 905
2014
Q2 		– Sell
-10,949
Closed -$338K – 982
2014
Q1 		$341K Buy
10,949
+783
+8% +$24.2K 0.01% 795
2013
Q4 		$319K Buy
+10,166
New +$302K 0.01% 789

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 Tree Management's MS Position: Q1 2026 in Review

Twin Tree Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 69,387 shares — an estimated $12.3M sold.

Twin Tree Management first reported a position in MS in Q4 2013 and held it in 39 quarters. The position peaked at $52.4M in Q1 2024. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Twin Tree Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Twin Tree Management sold 69,387 Morgan Stanley shares in Q1 2026, an estimated $12.3M.
  • Twin Tree Management first reported a position in Morgan Stanley in Q4 2013 and held it in 39 quarters.
  • Twin Tree Management's Morgan Stanley position peaked at $52.4M in Q1 2024.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.