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	-15,500	Closed	-$2.75M	–	1560
2025 Q4	$2.75M	Sell	15,500 -17,100	-52%	-$2.85M	0.02%	717
2025 Q3	$5.18M	Sell	32,600 -853,900	-96%	-$126M	0.02%	747
2025 Q2	$125M	Buy	886,500 +822,900	+1,294%	+$101M	0.23%	66
2025 Q1	$7.42M	Buy	63,600 +54,600	+607%	+$7.04M	0.01%	777
2024 Q4	$1.13M	Buy	+9,000	New	+$1.11M	﹤0.01%	1250
2024 Q3	–	Sell	-52,600	Closed	-$5.11M	–	1691
2024 Q2	$5.11M	Sell	52,600 -170,700	-76%	-$16.2M	0.01%	754
2024 Q1	$21M	Sell	223,300 -583,800	-72%	-$51.4M	0.05%	391
2023 Q4	$75.3M	Buy	807,100 +458,200	+131%	+$36.7M	0.14%	132
2023 Q3	$28.5M	Buy	348,900 +314,500	+914%	+$27.3M	0.06%	269
2023 Q2	$2.94M	Sell	34,400 -896,800	-96%	-$76.7M	﹤0.01%	870
2023 Q1	$81.8M	Buy	931,200 +620,100	+199%	+$57.9M	0.15%	100
2022 Q4	$26.4M	Buy	311,100 +165,100	+113%	+$14.1M	0.06%	321
2022 Q3	$11.5M	Buy	146,000 +5,200	+4%	+$438K	0.02%	511
2022 Q2	$10.7M	Sell	140,800 -52,200	-27%	-$4.28M	0.02%	625
2022 Q1	$16.9M	Sell	193,000 -563,200	-74%	-$54.3M	0.03%	532
2021 Q4	$74.2M	Sell	756,200 -130,700	-15%	-$13M	0.15%	104
2021 Q3	$86.3M	Buy	+886,900	New	+$87.9M	0.19%	87
2021 Q1	–	Sell	-89,800	Closed	-$6.15M	–	1513
2020 Q4	$6.15M	Hold	89,800	–	–	0.02%	560
2020 Q3	$4.34M	Buy	+89,800	New	+$4.52M	0.02%	611
2020 Q1	–	Sell	-74,500	Closed	-$3.81M	–	1540
2019 Q4	$3.81M	Hold	74,500	–	–	0.01%	569
2019 Q3	$3.18M	Buy	+74,500	New	+$3.18M	0.01%	587
2019 Q2	–	Sell	-47,700	Closed	-$2.01M	–	1452
2019 Q1	$2.01M	Sell	47,700 -212,000	-82%	-$8.92M	0.01%	673
2018 Q4	$10.3M	Buy	259,700 +15,300	+6%	+$668K	0.06%	307
2018 Q3	$11.4M	Sell	244,400 -81,900	-25%	-$4M	0.08%	231
2018 Q2	$15.5M	Buy	+326,300	New	+$17.1M	0.1%	177
2017 Q4	–	Sell	-112,500	Closed	-$5.42M	–	1114
2017 Q3	$5.42M	Sell	112,500 -406,400	-78%	-$18.8M	0.04%	351
2017 Q2	$23.1M	Buy	518,900 +311,200	+150%	+$13.4M	0.18%	115
2017 Q1	$8.9M	Buy	207,700 +90,200	+77%	+$4M	0.08%	240
2016 Q4	$4.96M	Sell	117,500 -206,600	-64%	-$7.81M	0.05%	396
2016 Q3	$10.4M	Sell	324,100 -34,900	-10%	-$1.04M	0.13%	158
2016 Q2	$9.33M	Buy	359,000 +45,600	+15%	+$1.19M	0.15%	154
2016 Q1	$7.84M	Buy	313,400 +286,700	+1,074%	+$7.32M	0.15%	144
2015 Q4	$849K	Buy	+26,700	New	+$887K	0.02%	701
2015 Q3	–	Sell	-15,600	Closed	-$605K	–	1449
2015 Q2	$605K	Sell	15,600 -1,400	-8%	-$53.3K	0.01%	801
2015 Q1	$607K	Sell	17,000 -11,800	-41%	-$423K	0.02%	739
2014 Q4	$1.12M	Sell	28,800 -84,500	-75%	-$3.01M	0.03%	557
2014 Q3	$3.92M	Buy	113,300 +18,200	+19%	+$606K	0.1%	216
2014 Q2	$3.08M	Buy	95,100 +26,900	+39%	+$829K	0.07%	301
2014 Q1	$2.13M	Buy	68,200 +66,900	+5,146%	+$2.07M	0.04%	436
2013 Q4	$41K	Sell	1,300 -138,700	-99%	-$4.12M	﹤0.01%	884
2013 Q3	$3.77M	Buy	140,000 +11,500	+9%	+$309K	0.13%	172
2013 Q2	$3.14M	Buy	+128,500	New	+$3.05M	0.12%	186

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 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. 2,488 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.
2,488 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.