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Chicago Trust’s Morgan Stanley MS Stock Holding History

Chicago 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
Q2 		$327K Buy
1,562
+300
+24% +$59.4K 0.05% 309
2026
Q1 		$208K Sell
1,262
-10
-0.8% -$1.73K 0.03% 363
2025
Q4 		$226K Sell
1,272
-176
-12% -$29.4K 0.04% 361
2025
Q3 		$230K Buy
1,448
+10
+0.7% +$1.48K 0.03% 377
2025
Q2 		$203K Sell
1,438
-721
-33% -$88.6K 0.03% 389
2025
Q1 		$252K Sell
2,159
-44
-2% -$5.67K 0.04% 319
2024
Q4 		$277K Sell
2,203
-141
-6% -$17.4K 0.05% 280
2024
Q3 		$244K Sell
2,344
-44
-2% -$4.43K 0.04% 327
2024
Q2 		$232K Buy
+2,388
New +$227K 0.05% 281
2023
Q3 		– Sell
-2,646
Closed -$226K – 295
2023
Q2 		$226K Buy
2,646
+192
+8% +$16.4K 0.05% 276
2023
Q1 		$215K Sell
2,454
-62
-2% -$5.79K 0.05% 284
2022
Q4 		$214K Sell
2,516
-135
-5% -$11.5K 0.05% 285
2022
Q3 		$209K Sell
2,651
-25
-0.9% -$2.11K 0.05% 284
2022
Q2 		$204K Buy
2,676
+310
+13% +$25.4K 0.05% 286
2022
Q1 		$207K Sell
2,366
-34
-1% -$3.28K 0.04% 316
2021
Q4 		$235K Sell
2,400
-735
-23% -$73.2K 0.05% 310
2021
Q3 		$305K Hold
3,135
– – 0.07% 254
2021
Q2 		$287K Sell
3,135
-451
-13% -$38.7K 0.07% 253
2021
Q1 		$278K Buy
+3,586
New +$275K 0.1% 171

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Chicago Trust's MS Position: Q2 2026 in Review

Chicago Trust increased its Morgan Stanley (MS) stake by 24% in Q2 2026, buying an estimated $59.4K and bringing the position to 1,562 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #309.

Chicago Trust first reported a position in MS in Q1 2021 and has held it in 19 quarters since. 592 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Chicago Trust held 1,562 shares of Morgan Stanley worth $327K as of Q2 2026.
  • Chicago Trust bought 300 Morgan Stanley shares in Q2 2026, an estimated $59.4K.
  • Morgan Stanley made up 0.05% of Chicago Trust's portfolio in Q2 2026, its #309 holding.
  • Chicago Trust first reported a position in Morgan Stanley in Q1 2021 and has held it in 19 quarters since.
  • 592 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.