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Arlington Trust’s Morgan Stanley MS Stock Holding History

Arlington 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
Q2 		$59.8K Buy
286
+42
+17% +$8.32K 0.01% 244
2026
Q1 		$40.2K Buy
244
+144
+144% +$24.9K ﹤0.01% 246
2025
Q4 		$17.8K Sell
100
-48
-32% -$8.01K ﹤0.01% 261
2025
Q3 		$23.5K Hold
148
– – ﹤0.01% 436
2025
Q2 		$20.8K Buy
148
+131
+771% +$16.1K ﹤0.01% 443
2025
Q1 		$1.98K Hold
17
– – ﹤0.01% 586
2024
Q4 		$2.14K Hold
17
– – ﹤0.01% 530
2024
Q3 		$1.77K Hold
17
– – ﹤0.01% 528
2024
Q2 		$1.65K Hold
17
– – ﹤0.01% 513
2024
Q1 		$1.6K Sell
17
-24
-59% -$2.11K ﹤0.01% 464
2023
Q4 		$3.82K Sell
41
-983
-96% -$78.6K ﹤0.01% 508
2023
Q3 		$83.6K Buy
+1,024
New +$88.9K 0.03% 119

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust's MS Position: Q2 2026 in Review

Arlington Trust increased its Morgan Stanley (MS) stake by 17% in Q2 2026, buying an estimated $8.32K and bringing the position to 286 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #244.

Arlington Trust first reported a position in MS in Q3 2023 and has held it in 12 quarters since. The position peaked at $83.6K in Q3 2023. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Arlington Trust held 286 shares of Morgan Stanley worth $59.8K as of Q2 2026.
  • Arlington Trust bought 42 Morgan Stanley shares in Q2 2026, an estimated $8.32K.
  • Morgan Stanley made up 0.01% of Arlington Trust's portfolio in Q2 2026, its #244 holding.
  • Arlington Trust first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • Arlington Trust's Morgan Stanley position peaked at $83.6K in Q3 2023.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.