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Canandaigua National Trust of Florida’s Morgan Stanley MS Stock Holding History

Canandaigua National Trust of Florida’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 		– Sell
-1,301
Closed -$231K – 126
2025
Q4 		$231K Buy
+1,301
New +$217K 0.14% 122

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Canandaigua National Trust of Florida's MS Position: Q1 2026 in Review

Canandaigua National Trust of Florida sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,301 shares — an estimated $231K sold.

Canandaigua National Trust of Florida first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 2,492 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Canandaigua National Trust of Florida reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Canandaigua National Trust of Florida sold 1,301 Morgan Stanley shares in Q1 2026, an estimated $231K.
  • Canandaigua National Trust of Florida first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • Canandaigua National Trust of Florida's Morgan Stanley position peaked at $231K in Q4 2025.
  • 2,492 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.