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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
Q3 		$361K Buy
+1,921
New +$408K 0.2% 110
2026
Q1 		– Sell
-1,301
Closed -$231K – 126
2025
Q4 		$231K Buy
+1,301
New +$217K 0.14% 122

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Canandaigua National Trust of Florida's MS Position: Q3 2026 in Review

Canandaigua National Trust of Florida opened a new position in Morgan Stanley (MS) in Q3 2026: 1,921 shares worth $361K. The stake represents 0.2% of the portfolio and ranks #110 among its holdings. This is a return to the name: Canandaigua National Trust of Florida previously reported a position in MS as recently as Q4 2025.

Canandaigua National Trust of Florida first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Canandaigua National Trust of Florida held 1,921 shares of Morgan Stanley worth $361K as of Q3 2026.
  • Morgan Stanley was a new Canandaigua National Trust of Florida position in Q3 2026.
  • Morgan Stanley made up 0.2% of Canandaigua National Trust of Florida's portfolio in Q3 2026, its #110 holding.
  • Canandaigua National Trust of Florida first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q3 2026, filed 7 Oct 2026.