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	-11,800	Closed	-$2.09M	–	1562
2025 Q4	$2.09M	Buy	+11,800	New	+$1.97M	0.02%	816
2025 Q3	–	Sell	-108,600	Closed	-$15.3M	–	1711
2025 Q2	$15.3M	Hold	108,600	–	–	0.03%	584
2025 Q1	$12.7M	Buy	108,600 +97,400	+870%	+$12.6M	0.02%	586
2024 Q4	$1.41M	Buy	+11,200	New	+$1.38M	﹤0.01%	1218
2024 Q3	–	Sell	-58,200	Closed	-$5.66M	–	1692
2024 Q2	$5.66M	Sell	58,200 -186,600	-76%	-$17.8M	0.01%	728
2024 Q1	$23.1M	Buy	+244,800	New	+$21.6M	0.05%	370
2022 Q3	–	Sell	-195,800	Closed	-$14.9M	–	1549
2022 Q2	$14.9M	Sell	195,800 -295,600	-60%	-$24.2M	0.02%	519
2022 Q1	$42.9M	Buy	491,400 +401,300	+445%	+$38.7M	0.07%	225
2021 Q4	$8.84M	Buy	+90,100	New	+$8.98M	0.02%	660
2021 Q1	–	Sell	-455,100	Closed	-$31.2M	–	1514
2020 Q4	$31.2M	Buy	455,100 +22,300	+5%	+$1.28M	0.12%	176
2020 Q3	$20.9M	Buy	+432,800	New	+$21.8M	0.09%	255
2020 Q1	–	Sell	-49,100	Closed	-$2.51M	–	1542
2019 Q4	$2.51M	Hold	49,100	–	–	0.01%	666
2019 Q3	$2.1M	Buy	+49,100	New	+$2.1M	0.01%	673
2019 Q2	–	Sell	-282,800	Closed	-$11.9M	–	1454
2019 Q1	$11.9M	Sell	282,800 -370,700	-57%	-$15.6M	0.06%	258
2018 Q4	$25.9M	Sell	653,500 -9,800	-1%	-$428K	0.16%	116
2018 Q3	$30.9M	Sell	663,300 -59,000	-8%	-$2.88M	0.21%	85
2018 Q2	$34.2M	Buy	722,300 +382,700	+113%	+$20M	0.21%	91
2018 Q1	$18.3M	Buy	339,600 +294,400	+651%	+$16.3M	0.15%	114
2017 Q4	$2.37M	Sell	45,200 -429,300	-90%	-$21.7M	0.02%	564
2017 Q3	$22.9M	Sell	474,500 -771,500	-62%	-$35.8M	0.18%	113
2017 Q2	$55.5M	Buy	1,246,000 +360,300	+41%	+$15.5M	0.43%	39
2017 Q1	$37.9M	Sell	885,700 -102,200	-10%	-$4.53M	0.34%	53
2016 Q4	$41.7M	Sell	987,900 -176,500	-15%	-$6.67M	0.41%	37
2016 Q3	$37.3M	Buy	1,164,400 +160,600	+16%	+$4.79M	0.48%	25
2016 Q2	$26.1M	Buy	1,003,800 +607,500	+153%	+$15.9M	0.41%	35
2016 Q1	$9.91M	Buy	396,300 +44,100	+13%	+$1.13M	0.19%	109
2015 Q4	$11.2M	Buy	352,200 +332,700	+1,706%	+$11.1M	0.22%	77
2015 Q3	$614K	Sell	19,500 -41,300	-68%	-$1.5M	0.02%	702
2015 Q2	$2.36M	Buy	60,800 +15,500	+34%	+$590K	0.06%	353
2015 Q1	$1.62M	Sell	45,300 -14,400	-24%	-$517K	0.04%	454
2014 Q4	$2.32M	Sell	59,700 -213,700	-78%	-$7.6M	0.06%	338
2014 Q3	$9.45M	Buy	273,400 +102,300	+60%	+$3.41M	0.25%	68
2014 Q2	$5.53M	Buy	171,100 +112,600	+192%	+$3.47M	0.12%	165
2014 Q1	$1.82M	Buy	58,500 +9,500	+19%	+$293K	0.04%	479
2013 Q4	$1.54M	Sell	49,000 -54,400	-53%	-$1.62M	0.04%	483
2013 Q3	$2.79M	Sell	103,400 -33,300	-24%	-$894K	0.09%	231
2013 Q2	$3.34M	Buy	+136,700	New	+$3.24M	0.13%	176

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.