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Cetera Trust Company’s Morgan Stanley MS Stock Holding History

Cetera Trust Company’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 		$626K Hold
3,804
– – 0.35% 60
2025
Q4 		$675K Hold
3,804
– – 0.36% 55
2025
Q3 		$605K Hold
3,804
– – 0.34% 58
2025
Q2 		$536K Hold
3,804
– – 0.32% 62
2025
Q1 		$444K Hold
3,804
– – 0.28% 61
2024
Q4 		$478K Hold
3,804
– – 0.31% 57
2024
Q3 		$397K Hold
3,804
– – 0.24% 74
2024
Q2 		$370K Hold
3,804
– – 0.23% 73
2024
Q1 		$358K Hold
3,804
– – 0.22% 74
2023
Q4 		$355K Buy
+3,804
New +$304K 0.22% 79

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cetera Trust Company's MS Position: Q1 2026 in Review

Cetera Trust Company held its Morgan Stanley (MS) position steady in Q1 2026 at 3,804 shares worth $626K. The position accounts for 0.35% of the portfolio, ranked #60.

Cetera Trust Company first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $675K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Cetera Trust Company held 3,804 shares of Morgan Stanley worth $626K as of Q1 2026.
  • Cetera Trust Company left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.35% of Cetera Trust Company's portfolio in Q1 2026, its #60 holding.
  • Cetera Trust Company first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Morgan Stanley position peaked at $675K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.