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Clearstead Trust’s Morgan Stanley MS Stock Holding History

Clearstead 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 		$143K Sell
683
-10
-1% -$1.98K 0.02% 218
2026
Q1 		$114K Hold
693
– – 0.02% 234
2025
Q4 		$123K Sell
693
-45
-6% -$7.51K 0.02% 227
2025
Q3 		$117K Hold
738
– – 0.02% 227
2025
Q2 		$104K Sell
738
-340
-32% -$41.8K 0.02% 236
2025
Q1 		$126K Sell
1,078
-122
-10% -$15.7K 0.03% 189
2024
Q4 		$151K Buy
+1,200
New +$148K 0.03% 173

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clearstead Trust's MS Position: Q2 2026 in Review

Clearstead Trust reduced its Morgan Stanley (MS) stake by 1.4% in Q2 2026, selling an estimated $1.98K and leaving 683 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #218.

Clearstead Trust first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $151K in Q4 2024. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Clearstead Trust held 683 shares of Morgan Stanley worth $143K as of Q2 2026.
  • Clearstead Trust sold 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
  • Morgan Stanley made up 0.02% of Clearstead Trust's portfolio in Q2 2026, its #218 holding.
  • Clearstead Trust first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Clearstead Trust's Morgan Stanley position peaked at $151K in Q4 2024.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.