Bank of Nova Scotia Trust’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $489K | Buy |
2,969
+125
| +4% | +$21.6K | 0.04% | 112 |
|
|
2025
Q4 | $505K | Sell |
2,844
-986
| -26% | -$164K | 0.04% | 111 |
|
|
2025
Q3 | $609K | Hold |
3,830
| – | – | 0.06% | 103 |
|
|
2025
Q2 | $539K | Sell |
3,830
-27
| -0.7% | -$3.32K | 0.05% | 103 |
|
|
2025
Q1 | $450K | Sell |
3,857
-57
| -1% | -$7.34K | 0.05% | 102 |
|
|
2024
Q4 | $492K | Sell |
3,914
-852
| -18% | -$105K | 0.05% | 106 |
|
|
2024
Q3 | $497K | Buy |
4,766
+39
| +0.8% | +$3.93K | 0.05% | 104 |
|
|
2024
Q2 | $459K | Sell |
4,727
-973
| -17% | -$92.6K | 0.05% | 102 |
|
|
2024
Q1 | $537K | Buy |
5,700
+168
| +3% | +$14.8K | 0.06% | 101 |
|
|
2023
Q4 | $516K | Sell |
5,532
-109
| -2% | -$8.72K | 0.06% | 100 |
|
|
2023
Q3 | $461K | Buy |
5,641
+18
| +0.3% | +$1.56K | 0.05% | 102 |
|
|
2023
Q2 | $480K | Buy |
5,623
+36
| +0.6% | +$3.08K | 0.05% | 101 |
|
|
2023
Q1 | $491K | Hold |
5,587
| – | – | 0.05% | 97 |
|
|
2022
Q4 | $475K | Sell |
5,587
-378
| -6% | -$32.2K | 0.05% | 102 |
|
|
2022
Q3 | $471K | Buy |
5,965
+175
| +3% | +$14.8K | 0.05% | 97 |
|
|
2022
Q2 | $441K | Buy |
5,790
+104
| +2% | +$8.52K | 0.05% | 102 |
|
|
2022
Q1 | $497K | Buy |
5,686
+12
| +0.2% | +$1.16K | 0.04% | 106 |
|
|
2021
Q4 | $557K | Sell |
5,674
-266
| -4% | -$26.5K | 0.05% | 97 |
|
|
2021
Q3 | $578K | Sell |
5,940
-4
| -0.1% | -$396 | 0.05% | 92 |
|
|
2021
Q2 | $545K | Buy |
5,944
+4
| +0.1% | +$343 | 0.05% | 97 |
|
|
2021
Q1 | $461K | Buy |
5,940
+16
| +0.3% | +$1.23K | 0.04% | 98 |
|
|
2020
Q4 | $406K | Sell |
5,924
-219
| -4% | -$12.6K | 0.04% | 99 |
|
|
2020
Q3 | $297K | Buy |
6,143
+53
| +0.9% | +$2.67K | 0.04% | 95 |
|
|
2020
Q2 | $294K | Sell |
6,090
-65
| -1% | -$2.73K | 0.04% | 87 |
|
|
2020
Q1 | $209K | Buy |
6,155
+130
| +2% | +$6.12K | 0.03% | 97 |
|
|
2019
Q4 | $308K | Buy |
6,025
+72
| +1% | +$3.41K | 0.03% | 93 |
|
|
2019
Q3 | $254K | Sell |
5,953
-147
| -2% | -$6.28K | 0.03% | 101 |
|
|
2019
Q2 | $267K | Hold |
6,100
| – | – | 0.03% | 100 |
|
|
2019
Q1 | $257K | Hold |
6,100
| – | – | 0.03% | 99 |
|
|
2018
Q4 | $242K | Sell |
6,100
-125
| -2% | -$5.46K | 0.03% | 100 |
|
|
2018
Q3 | $290K | Sell |
6,225
-490
| -7% | -$23.9K | 0.03% | 104 |
|
|
2018
Q2 | $318K | Sell |
6,715
-40
| -0.6% | -$2.09K | 0.04% | 97 |
|
|
2018
Q1 | $364K | Hold |
6,755
| – | – | 0.04% | 91 |
|
|
2017
Q4 | $354K | Sell |
6,755
-2,100
| -24% | -$106K | 0.04% | 91 |
|
|
2017
Q3 | $426K | Buy |
8,855
+1,500
| +20% | +$69.6K | 0.05% | 92 |
|
|
2017
Q2 | $328K | Buy |
7,355
+15
| +0.2% | +$647 | 0.04% | 94 |
|
|
2017
Q1 | $314K | Buy |
+7,340
| New | +$326K | 0.04% | 96 |
|
Other funds holding MS
VCM
VPM
Bank of Nova Scotia Trust's MS Position: Q1 2026 in Review
Bank of Nova Scotia Trust increased its Morgan Stanley (MS) stake by 4.4% in Q1 2026, buying an estimated $21.6K and bringing the position to 2,969 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #112.
Bank of Nova Scotia Trust first reported a position in MS in Q1 2017 and has held it in 37 quarters since. The position peaked at $609K in Q3 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Bank of Nova Scotia Trust held 2,969 shares of Morgan Stanley worth $489K as of Q1 2026.
- Bank of Nova Scotia Trust bought 125 Morgan Stanley shares in Q1 2026, an estimated $21.6K.
- Morgan Stanley made up 0.04% of Bank of Nova Scotia Trust's portfolio in Q1 2026, its #112 holding.
- Bank of Nova Scotia Trust first reported a position in Morgan Stanley in Q1 2017 and has held it in 37 quarters since.
- Bank of Nova Scotia Trust's Morgan Stanley position peaked at $609K in Q3 2025.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Bank of Nova Scotia Trust's 13F filing for Q1 2026, filed 13 May 2026.