Avalon Trust’s Morgan Stanley MS Stock Holding History

Avalon 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	$1.53M	Buy	9,296 +1,225	+15%	+$212K	0.11%	61
2025 Q4	$1.43M	Sell	8,071 -18	-0.2%	-$3K	0.09%	61
2025 Q3	$1.29M	Buy	8,089 +89	+1%	+$13.1K	0.08%	65
2025 Q2	$1.13M	Sell	8,000 -2,000	-20%	-$246K	0.08%	68
2025 Q1	$1.17M	Sell	10,000 -1,000	-9%	-$129K	0.09%	67
2024 Q4	$1.38M	Hold	11,000	–	–	0.1%	66
2024 Q3	$1.15M	Sell	11,000 -2,000	-15%	-$201K	0.08%	67
2024 Q2	$1.26M	Hold	13,000	–	–	0.1%	67
2024 Q1	$1.22M	Hold	13,000	–	–	0.1%	67
2023 Q4	$1.21M	Hold	13,000	–	–	0.11%	64
2023 Q3	$1.06M	Sell	13,000 -2,600	-17%	-$226K	0.11%	65
2023 Q2	$1.33M	Hold	15,600	–	–	0.12%	62
2023 Q1	$1.37M	Buy	+15,600	New	+$1.46M	0.14%	60

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avalon Trust's MS Position: Q1 2026 in Review

Avalon Trust increased its Morgan Stanley (MS) stake by 15% in Q1 2026, buying an estimated $212K and bringing the position to 9,296 shares worth $1.53M. The position accounts for 0.11% of the portfolio, ranked #61.

Avalon Trust first reported a position in MS in Q1 2023 and has held it in 13 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Avalon Trust held 9,296 shares of Morgan Stanley worth $1.53M as of Q1 2026.
Avalon Trust bought 1,225 Morgan Stanley shares in Q1 2026, an estimated $212K.
Morgan Stanley made up 0.11% of Avalon Trust's portfolio in Q1 2026, its #61 holding.
Avalon Trust first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.