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American Trust’s Morgan Stanley MS Stock Holding History

American Trust’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 		$435K Sell
2,642
-128
-5% -$22.2K 0.04% 174
2025
Q4 		$492K Buy
2,770
+100
+4% +$16.7K 0.04% 175
2025
Q3 		$424K Buy
2,670
+770
+41% +$114K 0.04% 200
2025
Q2 		$268K Buy
+1,900
New +$233K 0.03% 235
2025
Q1 		– Sell
-2,006
Closed -$252K – 230
2024
Q4 		$252K Sell
2,006
-200
-9% -$24.6K 0.02% 262
2024
Q3 		$230K Sell
2,206
-97
-4% -$9.77K 0.02% 231
2024
Q2 		$224K Sell
2,303
-70
-3% -$6.66K 0.02% 216
2024
Q1 		$223K Sell
2,373
-528
-18% -$46.5K 0.02% 244
2023
Q4 		$271K Buy
+2,901
New +$232K 0.02% 225
2023
Q3 		– Sell
-4,663
Closed -$398K – 369
2023
Q2 		$398K Sell
4,663
-200
-4% -$17.1K 0.03% 244
2023
Q1 		$427K Buy
4,863
+1,580
+48% +$147K 0.03% 234
2022
Q4 		$279K Sell
3,283
-130
-4% -$11.1K 0.03% 322
2022
Q3 		$269K Sell
3,413
-110
-3% -$9.27K 0.02% 312
2022
Q2 		$268K Buy
3,523
+260
+8% +$21.3K 0.02% 335
2022
Q1 		$286K Buy
+3,263
New +$315K 0.02% 360

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

American Trust's MS Position: Q1 2026 in Review

American Trust reduced its Morgan Stanley (MS) stake by 4.6% in Q1 2026, selling an estimated $22.2K and leaving 2,642 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #174.

American Trust first reported a position in MS in Q1 2022 and has held it in 15 quarters since. The position peaked at $492K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • American Trust held 2,642 shares of Morgan Stanley worth $435K as of Q1 2026.
  • American Trust sold 128 Morgan Stanley shares in Q1 2026, an estimated $22.2K.
  • Morgan Stanley made up 0.04% of American Trust's portfolio in Q1 2026, its #174 holding.
  • American Trust first reported a position in Morgan Stanley in Q1 2022 and has held it in 15 quarters since.
  • American Trust's Morgan Stanley position peaked at $492K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.