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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
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 $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

Clearstead Trust's MS Position: Q1 2026 in Review

Clearstead Trust held its Morgan Stanley (MS) position steady in Q1 2026 at 693 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #234.

Clearstead Trust first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $151K in Q4 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Clearstead Trust held 693 shares of Morgan Stanley worth $114K as of Q1 2026.
  • Clearstead Trust left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.02% of Clearstead Trust's portfolio in Q1 2026, its #234 holding.
  • Clearstead Trust first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Clearstead Trust's Morgan Stanley position peaked at $151K in Q4 2024.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.