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Diversified Trust’s Morgan Stanley MS Stock Holding History

Diversified 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 		$14M Buy
66,996
+16,004
+31% +$3.17M 0.22% 55
2026
Q1 		$8.39M Buy
50,992
+120
+0.2% +$20.8K 0.16% 72
2025
Q4 		$9.03M Buy
50,872
+2,629
+5% +$439K 0.17% 66
2025
Q3 		$7.67M Buy
48,243
+18,800
+64% +$2.78M 0.15% 80
2025
Q2 		$4.15M Buy
29,443
+145
+0.5% +$17.8K 0.09% 119
2025
Q1 		$3.42M Sell
29,298
-5,358
-15% -$690K 0.08% 141
2024
Q4 		$4.36M Buy
34,656
+8,376
+32% +$1.03M 0.11% 110
2024
Q3 		$2.74M Sell
26,280
-823
-3% -$82.9K 0.07% 175
2024
Q2 		$2.63M Buy
27,103
+18,154
+203% +$1.73M 0.07% 156
2024
Q1 		$843K Sell
8,949
-3,734
-29% -$329K 0.03% 362
2023
Q4 		$1.18M Buy
12,683
+1,523
+14% +$122K 0.04% 255
2023
Q3 		$911K Buy
11,160
+3,363
+43% +$292K 0.03% 286
2023
Q2 		$666K Sell
7,797
-5,735
-42% -$490K 0.02% 380
2023
Q1 		$1.19M Buy
13,532
+2,894
+27% +$270K 0.05% 225
2022
Q4 		$904K Buy
10,638
+664
+7% +$56.6K 0.04% 256
2022
Q3 		$788K Sell
9,974
-6,057
-38% -$511K 0.04% 258
2022
Q2 		$1.22M Buy
16,031
+2,022
+14% +$166K 0.05% 182
2022
Q1 		$1.22M Buy
14,009
+2,321
+20% +$224K 0.04% 214
2021
Q4 		$1.15M Sell
11,688
-728
-6% -$72.5K 0.04% 226
2021
Q3 		$1.21M Sell
12,416
-3,818
-24% -$378K 0.04% 201
2021
Q2 		$1.49M Buy
16,234
+2,058
+15% +$176K 0.05% 174
2021
Q1 		$1.1M Sell
14,176
-3,005
-17% -$230K 0.04% 200
2020
Q4 		$1.18M Buy
17,181
+506
+3% +$29K 0.05% 180
2020
Q3 		$806K Buy
16,675
+5,798
+53% +$292K 0.04% 218
2020
Q2 		$525K Sell
10,877
-1,052
-9% -$44.2K 0.03% 245
2020
Q1 		$406K Sell
11,929
-6,278
-34% -$296K 0.02% 245
2019
Q4 		$931K Buy
+18,207
New +$862K 0.04% 147

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Diversified Trust's MS Position: Q2 2026 in Review

Diversified Trust increased its Morgan Stanley (MS) stake by 31% in Q2 2026, buying an estimated $3.17M and bringing the position to 66,996 shares worth $14M. The position accounts for 0.22% of the portfolio, ranked #55.

Diversified Trust first reported a position in MS in Q4 2019 and has held it in 27 quarters since. 471 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Diversified Trust held 66,996 shares of Morgan Stanley worth $14M as of Q2 2026.
  • Diversified Trust bought 16,004 Morgan Stanley shares in Q2 2026, an estimated $3.17M.
  • Morgan Stanley made up 0.22% of Diversified Trust's portfolio in Q2 2026, its #55 holding.
  • Diversified Trust first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • 471 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.