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Tyche Wealth Partners’s Morgan Stanley MS Stock Holding History

Tyche Wealth Partners’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 		$390K Buy
1,866
+51
+3% +$10.1K 0.05% 221
2026
Q1 		$299K Sell
1,815
-45
-2% -$7.79K 0.05% 274
2025
Q4 		$330K Buy
1,860
+1
+0.1% +$167 0.05% 248
2025
Q3 		$296K Hold
1,859
– – 0.05% 234
2025
Q2 		$262K Buy
1,859
+91
+5% +$11.2K 0.05% 234
2025
Q1 		$206K Sell
1,768
-1
-0.1% -$129 0.04% 272
2024
Q4 		$222K Buy
+1,769
New +$218K 0.05% 269

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 $3.38T AUM 44.17% 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

Tyche Wealth Partners's MS Position: Q2 2026 in Review

Tyche Wealth Partners increased its Morgan Stanley (MS) stake by 2.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,866 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #221.

Tyche Wealth Partners first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Tyche Wealth Partners held 1,866 shares of Morgan Stanley worth $390K as of Q2 2026.
  • Tyche Wealth Partners bought 51 Morgan Stanley shares in Q2 2026, an estimated $10.1K.
  • Morgan Stanley made up 0.05% of Tyche Wealth Partners's portfolio in Q2 2026, its #221 holding.
  • Tyche Wealth Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.