BTI
MS icon

Blue Trust Inc’s Morgan Stanley MS Stock Holding History

Blue Trust Inc’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 		$2.99M Sell
14,316
-1,080
-7% -$214K 0.03% 152
2026
Q1 		$2.53M Buy
15,396
+1,064
+7% +$184K 0.03% 159
2025
Q4 		$2.54M Sell
14,332
-849
-6% -$142K 0.03% 164
2025
Q3 		$2.41M Buy
15,181
+71
+0.5% +$10.5K 0.03% 167
2025
Q2 		$2.13M Buy
15,110
+136
+0.9% +$16.7K 0.03% 169
2025
Q1 		$1.75M Buy
14,974
+2
+0% +$258 0.02% 176
2024
Q4 		$1.88M Sell
14,972
-162
-1% -$20K 0.02% 159
2024
Q3 		$1.47M Buy
15,134
+6,373
+73% +$642K 0.02% 202
2024
Q2 		$825K Buy
8,761
+2,368
+37% +$225K 0.01% 245
2024
Q1 		$602K Sell
6,393
-736
-10% -$64.8K 0.01% 248
2023
Q4 		$582K Buy
7,129
+1,505
+27% +$120K 0.01% 219
2023
Q3 		$481K Buy
5,624
+1,315
+31% +$114K 0.01% 252
2023
Q2 		$379K Sell
4,309
-5,588
-56% -$478K 0.01% 273
2023
Q1 		$841K Sell
9,897
-33
-0.3% -$3.08K 0.01% 208
2022
Q4 		$784K Buy
9,930
+5,048
+103% +$430K 0.01% 200
2022
Q3 		$371K Buy
4,882
+1,192
+32% +$100K 0.01% 246
2022
Q2 		$323K Buy
+3,690
New +$302K 0.01% 251

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

Blue Trust Inc's MS Position: Q2 2026 in Review

Blue Trust Inc reduced its Morgan Stanley (MS) stake by 7% in Q2 2026, selling an estimated $214K and leaving 14,316 shares worth $2.99M. The position accounts for 0.03% of the portfolio, ranked #152.

Blue Trust Inc first reported a position in MS in Q2 2022 and has held it in 17 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Blue Trust Inc held 14,316 shares of Morgan Stanley worth $2.99M as of Q2 2026.
  • Blue Trust Inc sold 1,080 Morgan Stanley shares in Q2 2026, an estimated $214K.
  • Morgan Stanley made up 0.03% of Blue Trust Inc's portfolio in Q2 2026, its #152 holding.
  • Blue Trust Inc first reported a position in Morgan Stanley in Q2 2022 and has held it in 17 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.