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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Colonial Trust Advisors's MS Position: Q1 2026 in Review

Colonial Trust Advisors increased its Morgan Stanley (MS) stake by 102% in Q1 2026, buying an estimated $8.14K and bringing the position to 93 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Colonial Trust Advisors first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $54.6K in Q1 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Colonial Trust Advisors held 93 shares of Morgan Stanley worth $15.3K as of Q1 2026.
Colonial Trust Advisors bought 47 Morgan Stanley shares in Q1 2026, an estimated $8.14K.
Morgan Stanley made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #473 holding.
Colonial Trust Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Morgan Stanley position peaked at $54.6K in Q1 2024.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.