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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tyche Wealth Partners's MS Position: Q1 2026 in Review

Tyche Wealth Partners reduced its Morgan Stanley (MS) stake by 2.4% in Q1 2026, selling an estimated $7.79K and leaving 1,815 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #274.

Tyche Wealth Partners first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Tyche Wealth Partners held 1,815 shares of Morgan Stanley worth $299K as of Q1 2026.
  • Tyche Wealth Partners sold 45 Morgan Stanley shares in Q1 2026, an estimated $7.79K.
  • Morgan Stanley made up 0.05% of Tyche Wealth Partners's portfolio in Q1 2026, its #274 holding.
  • Tyche Wealth Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Tyche Wealth Partners's Morgan Stanley position peaked at $330K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Tyche Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.