Chevy Chase Trust
MS icon

Chevy Chase Trust’s Morgan Stanley MS Stock Holding History

Chevy Chase Trust’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 		$98.5M Sell
598,598
-19,790
-3% -$3.43M 0.28% 74
2025
Q4 		$110M Sell
618,388
-6,657
-1% -$1.11M 0.3% 65
2025
Q3 		$99.4M Sell
625,045
-32,352
-5% -$4.78M 0.27% 70
2025
Q2 		$92.6M Buy
657,397
+3,539
+0.5% +$435K 0.27% 75
2025
Q1 		$76.3M Sell
653,858
-2,269
-0.3% -$292K 0.24% 89
2024
Q4 		$82.5M Sell
656,127
-16,497
-2% -$2.03M 0.25% 78
2024
Q3 		$70.1M Sell
672,624
-15,101
-2% -$1.52M 0.21% 93
2024
Q2 		$66.8M Sell
687,725
-10,501
-2% -$1,000K 0.21% 94
2024
Q1 		$65.7M Sell
698,226
-12,320
-2% -$1.08M 0.22% 101
2023
Q4 		$66.3M Sell
710,546
-11,662
-2% -$933K 0.24% 89
2023
Q3 		$59M Sell
722,208
-32,017
-4% -$2.78M 0.23% 93
2023
Q2 		$64.4M Sell
754,225
-9,662
-1% -$826K 0.24% 94
2023
Q1 		$67.1M Buy
763,887
+1,057
+0.1% +$98.6K 0.27% 91
2022
Q4 		$64.9M Sell
762,830
-59,322
-7% -$5.06M 0.28% 88
2022
Q3 		$65M Sell
822,152
-27,939
-3% -$2.35M 0.28% 84
2022
Q2 		$64.7M Sell
850,091
-7,323
-0.9% -$600K 0.27% 87
2022
Q1 		$74.9M Sell
857,414
-8,935
-1% -$862K 0.26% 91
2021
Q4 		$85M Sell
866,349
-35,255
-4% -$3.51M 0.27% 84
2021
Q3 		$87.7M Sell
901,604
-52,205
-5% -$5.17M 0.31% 80
2021
Q2 		$87.5M Sell
953,809
-58,677
-6% -$5.03M 0.3% 81
2021
Q1 		$78.6M Sell
1,012,486
-24,448
-2% -$1.87M 0.28% 89
2020
Q4 		$71.1M Buy
1,036,934
+142,312
+16% +$8.17M 0.25% 94
2020
Q3 		$43.3M Sell
894,622
-75,047
-8% -$3.78M 0.17% 127
2020
Q2 		$46.8M Sell
969,669
-26,866
-3% -$1.13M 0.19% 119
2020
Q1 		$33.9M Sell
996,535
-90,941
-8% -$4.28M 0.16% 144
2019
Q4 		$55.6M Sell
1,087,476
-32,470
-3% -$1.54M 0.21% 111
2019
Q3 		$47.8M Sell
1,119,946
-28,605
-2% -$1.22M 0.2% 117
2019
Q2 		$50.3M Sell
1,148,551
-28,082
-2% -$1.25M 0.21% 110
2019
Q1 		$56.1M Buy
1,176,633
+49,546
+4% +$2.09M 0.23% 100
2018
Q4 		$44.7M Sell
1,127,087
-83,860
-7% -$3.66M 0.22% 107
2018
Q3 		$56.4M Sell
1,210,947
-58,331
-5% -$2.85M 0.23% 95
2018
Q2 		$60.2M Sell
1,269,278
-18,096
-1% -$946K 0.26% 89
2018
Q1 		$69.5M Sell
1,287,374
-39,287
-3% -$2.17M 0.31% 80
2017
Q4 		$69.6M Sell
1,326,661
-27,906
-2% -$1.41M 0.3% 82
2017
Q3 		$65.2M Buy
1,354,567
+7,111
+0.5% +$330K 0.3% 81
2017
Q2 		$60M Sell
1,347,456
-10,083
-0.7% -$435K 0.29% 84
2017
Q1 		$58.2M Buy
1,357,539
+58,710
+5% +$2.61M 0.29% 84
2016
Q4 		$54.9M Sell
1,298,829
-81,903
-6% -$3.1M 0.29% 82
2016
Q3 		$44.3M Buy
1,380,732
+85,727
+7% +$2.56M 0.24% 101
2016
Q2 		$33.6M Buy
1,295,005
+4,709
+0.4% +$123K 0.19% 134
2016
Q1 		$32.3M Buy
1,290,296
+44,113
+4% +$1.13M 0.18% 131
2015
Q4 		$39.6M Sell
1,246,183
-2,545
-0.2% -$84.6K 0.23% 104
2015
Q3 		$39.3M Buy
1,248,728
+32,600
+3% +$1.19M 0.25% 97
2015
Q2 		$47.2M Buy
1,216,128
+11,428
+0.9% +$435K 0.28% 87
2015
Q1 		$43M Buy
1,204,700
+53,181
+5% +$1.91M 0.26% 99
2014
Q4 		$44.7M Sell
1,151,519
-14,359
-1% -$511K 0.28% 93
2014
Q3 		$40.3M Buy
1,165,878
+165,933
+17% +$5.53M 0.26% 97
2014
Q2 		$32.3M Sell
999,945
-23,225
-2% -$716K 0.22% 114
2014
Q1 		$31.9M Buy
1,023,170
+13,288
+1% +$411K 0.23% 112
2013
Q4 		$31.7M Buy
1,009,882
+10,407
+1% +$309K 0.23% 106
2013
Q3 		$26.9M Buy
999,475
+36,580
+4% +$982K 0.22% 113
2013
Q2 		$23.5M Buy
+962,895
New +$22.8M 0.21% 121

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

Chevy Chase Trust's MS Position: Q1 2026 in Review

Chevy Chase Trust reduced its Morgan Stanley (MS) stake by 3.2% in Q1 2026, selling an estimated $3.43M and leaving 598,598 shares worth $98.5M. The position accounts for 0.28% of the portfolio, ranked #74.

Chevy Chase Trust first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $110M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Chevy Chase Trust held 598,598 shares of Morgan Stanley worth $98.5M as of Q1 2026.
  • Chevy Chase Trust sold 19,790 Morgan Stanley shares in Q1 2026, an estimated $3.43M.
  • Morgan Stanley made up 0.28% of Chevy Chase Trust's portfolio in Q1 2026, its #74 holding.
  • Chevy Chase Trust first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Morgan Stanley position peaked at $110M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.