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Crews Bank & Trust’s Morgan Stanley MS Stock Holding History

Crews Bank & 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 		$808K Buy
3,866
+10
+0.3% +$1.98K 0.11% 114
2026
Q1 		$635K Hold
3,856
– – 0.09% 125
2025
Q4 		$685K Hold
3,856
– – 0.1% 118
2025
Q3 		$613K Hold
3,856
– – 0.09% 125
2025
Q2 		$543K Buy
3,856
+34
+0.9% +$4.18K 0.09% 129
2025
Q1 		$446K Hold
3,822
– – 0.08% 147
2024
Q4 		$481K Buy
+3,822
New +$471K 0.08% 135

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

Crews Bank & Trust's MS Position: Q2 2026 in Review

Crews Bank & Trust increased its Morgan Stanley (MS) stake by 0.26% in Q2 2026, buying an estimated $1.98K and bringing the position to 3,866 shares worth $808K. The position accounts for 0.11% of the portfolio, ranked #114.

Crews Bank & Trust first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Crews Bank & Trust held 3,866 shares of Morgan Stanley worth $808K as of Q2 2026.
  • Crews Bank & Trust bought 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
  • Morgan Stanley made up 0.11% of Crews Bank & Trust's portfolio in Q2 2026, its #114 holding.
  • Crews Bank & Trust first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.