TCV Trust & Wealth Management 13F: Exits MS Stake

TCV Trust & Wealth Management completely exited its position in Morgan Stanley (NYSE: MS), selling 1,116 shares in a filing on October 16, 2026. This move reflects a 100% decrease in their holdings, with the shares valued at approximately $205,911.

What Changed in TCV Trust & Wealth Management's Morgan Stanley Position

TCV Trust & Wealth Management sold out of its Morgan Stanley stake, reducing its shares from 1,116 to 0. This complete divestment indicates a strategic decision to pull back from the financial services firm.

Other Institutional Activity in Morgan Stanley

Several other institutional investors have also adjusted their positions in Morgan Stanley. Mitsubishi UFJ Financial Group Inc. held steady with 377,085,167 shares, while State Street Corporation reduced its stake by 1,783,663 shares, now holding 99,560,815 shares worth about $17.98 billion. Blackrock Inc. also trimmed its position, cutting 1,494,103 shares to hold 94,899,620 shares valued at approximately $17.14 billion. Vanguard Capital Management LLC reduced its holdings slightly, while JPMorgan Chase & Co. increased its stake by 784,423 shares, now owning 44,363,477 shares worth about $8.01 billion.

Morgan Stanley Stock Up 0.7%

Morgan Stanley's stock recently traded around $183.35, which is 10.6% below its 50-day moving average of $205.00. The shares are also 21.1% below their 52-week high of $232.25. This positioning suggests the stock has been struggling to maintain upward momentum in recent months.

Recent Earnings

Morgan Stanley reported trailing-twelve-month revenue of approximately $79.79 billion, with an earnings per share (EPS) of $12.61. The next earnings report is scheduled for January 14, 2027.

Insider Buying and Selling at Morgan Stanley

Insiders at Morgan Stanley have seen significant selling activity. For example, Eric F. Grossman, an Officer, sold 11,118 shares on April 20, 2026, valued at about $2.12 million. Other insiders, including Chief Financial Officer Sharon Yeshaya and Officer Michael A. Pizzi, also sold shares earlier this year.

Analysts Set New Price Targets

On October 15, 2026, several firms maintained their ratings on Morgan Stanley stock. Citigroup kept a 'Neutral' rating with a price target of $190. RBC Capital maintained a 'Sector Perform' rating with a target of $195, while TD Cowen and Wells Fargo both held their ratings steady with targets of $205 and $217, respectively. JP Morgan maintained a 'Neutral' rating with a slightly adjusted target of $198.

About Morgan Stanley

Morgan Stanley is a financial services company that provides a range of investment banking, securities, wealth management, and investment management services. They serve a diverse client base, including corporations, governments, and individuals globally. With recent institutional adjustments and insider activity, the company remains a focal point for investors in the financial sector.

Bottom Line

Investors should watch for further filings and how Morgan Stanley's stock performs leading up to its next earnings report on January 14, 2027. This filing reflects positions as of the end of the reporting period and may not represent the current holdings of TCV Trust & Wealth Management.