TwinBeech Capital’s Morgan Stanley MS Stock Holding History

TwinBeech Capital’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	$393K	Sell	2,389 -81,869	-97%	-$14.2M	0.04%	395
2025 Q4	$15M	Buy	+84,258	New	+$14.1M	1.06%	5
2025 Q3	–	Sell	-3,657	Closed	-$515K	–	738
2025 Q2	$515K	Sell	3,657 -4,109	-53%	-$505K	0.01%	486
2025 Q1	$906K	Buy	+7,766	New	+$1M	0.02%	500
2023 Q3	–	Sell	-211,150	Closed	-$18M	–	810
2023 Q2	$18M	Buy	211,150 +134,840	+177%	+$11.5M	0.36%	86
2023 Q1	$6.7M	Buy	+76,310	New	+$7.12M	0.14%	200
2022 Q2	–	Sell	-86,698	Closed	-$7.58M	–	645
2022 Q1	$7.58M	Buy	+86,698	New	+$8.36M	0.33%	91
2021 Q4	–	Sell	-73,936	Closed	-$7.2M	–	719
2021 Q3	$7.2M	Sell	73,936 -2,089	-3%	-$207K	0.51%	45
2021 Q2	$6.97M	Sell	76,025 -18,118	-19%	-$1.55M	0.85%	25
2021 Q1	$7.31M	Buy	+94,143	New	+$7.22M	1.07%	9
2020 Q2	–	Sell	-78,606	Closed	-$2.67M	–	453
2020 Q1	$2.67M	Buy	+78,606	New	+$3.7M	1.07%	15

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

TwinBeech Capital's MS Position: Q1 2026 in Review

TwinBeech Capital reduced its Morgan Stanley (MS) stake by 97% in Q1 2026, selling an estimated $14.2M and leaving 2,389 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #395.

TwinBeech Capital first reported a position in MS in Q1 2020 and has held it in 11 quarters since. The position peaked at $18M in Q2 2023. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

TwinBeech Capital held 2,389 shares of Morgan Stanley worth $393K as of Q1 2026.
TwinBeech Capital sold 81,869 Morgan Stanley shares in Q1 2026, an estimated $14.2M.
Morgan Stanley made up 0.04% of TwinBeech Capital's portfolio in Q1 2026, its #395 holding.
TwinBeech Capital first reported a position in Morgan Stanley in Q1 2020 and has held it in 11 quarters since.
TwinBeech Capital's Morgan Stanley position peaked at $18M in Q2 2023.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.