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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
Q2 		– Sell
-2,389
Closed -$393K – 574
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TwinBeech Capital's MS Position: Q2 2026 in Review

TwinBeech Capital sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 2,389 shares — an estimated $393K sold.

TwinBeech Capital first reported a position in MS in Q1 2020 and held it in 11 quarters. The position peaked at $18M in Q2 2023. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TwinBeech Capital reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 2,389 Morgan Stanley shares in Q2 2026, an estimated $393K.
  • TwinBeech Capital first reported a position in Morgan Stanley in Q1 2020 and held it in 11 quarters.
  • TwinBeech Capital's Morgan Stanley position peaked at $18M in Q2 2023.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.