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Community Trust & Investment’s Morgan Stanley MS Stock Holding History

Community Trust & Investment’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 		– Sell
-24,649
Closed -$4.38M – 146
2025
Q4 		$4.38M Sell
24,649
-506
-2% -$84.4K 0.23% 67
2025
Q3 		$4M Sell
25,155
-799
-3% -$118K 0.22% 69
2025
Q2 		$3.66M Sell
25,954
-5,918
-19% -$727K 0.21% 67
2025
Q1 		$3.72M Sell
31,872
-1,266
-4% -$163K 0.24% 65
2024
Q4 		$4.17M Buy
33,138
+714
+2% +$87.9K 0.26% 63
2024
Q3 		$3.38M Sell
32,424
-705
-2% -$71K 0.21% 74
2024
Q2 		$3.22M Sell
33,129
-1,523
-4% -$145K 0.22% 69
2024
Q1 		$3.26M Buy
34,652
+2,592
+8% +$228K 0.23% 75
2023
Q4 		$2.99M Sell
32,060
-264
-0.8% -$21.1K 0.23% 72
2023
Q3 		$2.64M Sell
32,324
-654
-2% -$56.8K 0.22% 77
2023
Q2 		$2.82M Buy
32,978
+1,850
+6% +$158K 0.23% 83
2023
Q1 		$2.73M Sell
31,128
-1,045
-3% -$97.5K 0.24% 88
2022
Q4 		$2.74M Sell
32,173
-1,007
-3% -$85.8K 0.25% 75
2022
Q3 		$2.62M Buy
33,180
+934
+3% +$78.7K 0.25% 74
2022
Q2 		$2.45M Buy
32,246
+1,283
+4% +$105K 0.23% 83
2022
Q1 		$2.71M Buy
30,963
+3,548
+13% +$342K 0.24% 82
2021
Q4 		$2.69M Buy
27,415
+1,732
+7% +$173K 0.21% 83
2021
Q3 		$2.5M Buy
25,683
+16,411
+177% +$1.63M 0.21% 77
2021
Q2 		$850K Buy
9,272
+3,732
+67% +$320K 0.08% 67
2021
Q1 		$430K Buy
5,540
+2,481
+81% +$190K 0.04% 76
2020
Q4 		$210K Buy
+3,059
New +$176K 0.02% 80

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

Community Trust & Investment's MS Position: Q1 2026 in Review

Community Trust & Investment sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 24,649 shares — an estimated $4.38M sold.

Community Trust & Investment first reported a position in MS in Q4 2020 and held it in 21 quarters. The position peaked at $4.38M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Community Trust & Investment reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Community Trust & Investment sold 24,649 Morgan Stanley shares in Q1 2026, an estimated $4.38M.
  • Community Trust & Investment first reported a position in Morgan Stanley in Q4 2020 and held it in 21 quarters.
  • Community Trust & Investment's Morgan Stanley position peaked at $4.38M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Community Trust & Investment's 13F filing for Q1 2026, filed 13 Apr 2026.