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Colonial Trust Advisors’s Morgan Stanley MS Stock Holding History

Colonial Trust Advisors’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 		$23.6K Buy
113
+20
+22% +$3.96K ﹤0.01% 458
2026
Q1 		$15.3K Buy
93
+47
+102% +$8.14K ﹤0.01% 473
2025
Q4 		$8.17K Hold
46
– – ﹤0.01% 531
2025
Q3 		$7.31K Hold
46
– – ﹤0.01% 539
2025
Q2 		$6.48K Sell
46
-130
-74% -$16K ﹤0.01% 562
2025
Q1 		$20.5K Hold
176
– – ﹤0.01% 429
2024
Q4 		$22.1K Hold
176
– – ﹤0.01% 400
2024
Q3 		$18.3K Hold
176
– – ﹤0.01% 458
2024
Q2 		$17.1K Sell
176
-404
-70% -$38.5K ﹤0.01% 449
2024
Q1 		$54.6K Buy
580
+209
+56% +$18.4K 0.01% 313
2023
Q4 		$34.6K Buy
371
+261
+237% +$20.9K ﹤0.01% 358
2023
Q3 		$8.98K Hold
110
– – ﹤0.01% 530
2023
Q2 		$9.39K Hold
110
– – ﹤0.01% 534
2023
Q1 		$9.66K Buy
110
+64
+139% +$5.97K ﹤0.01% 517
2022
Q4 		$3.91K Buy
+46
New +$3.92K ﹤0.01% 649

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

Colonial Trust Advisors's MS Position: Q2 2026 in Review

Colonial Trust Advisors increased its Morgan Stanley (MS) stake by 22% in Q2 2026, buying an estimated $3.96K and bringing the position to 113 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Colonial Trust Advisors first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $54.6K in Q1 2024. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Colonial Trust Advisors held 113 shares of Morgan Stanley worth $23.6K as of Q2 2026.
  • Colonial Trust Advisors bought 20 Morgan Stanley shares in Q2 2026, an estimated $3.96K.
  • Morgan Stanley made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #458 holding.
  • Colonial Trust Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust Advisors's Morgan Stanley position peaked at $54.6K in Q1 2024.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.