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Dorsey & Whitney Trust’s Morgan Stanley MS Stock Holding History

Dorsey & Whitney 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
Q1 		$2.52M Buy
15,286
+256
+2% +$44.3K 0.14% 140
2025
Q4 		$2.67M Buy
15,030
+280
+2% +$46.7K 0.14% 136
2025
Q3 		$2.34M Sell
14,750
-406
-3% -$60K 0.12% 151
2025
Q2 		$2.13M Buy
15,156
+12
+0.1% +$1.47K 0.11% 159
2025
Q1 		$1.77M Buy
15,144
+438
+3% +$56.4K 0.1% 182
2024
Q4 		$1.85M Sell
14,706
-2,435
-14% -$300K 0.1% 174
2024
Q3 		$1.79M Buy
17,141
+3,377
+25% +$340K 0.1% 174
2024
Q2 		$1.34M Buy
13,764
+716
+5% +$68.2K 0.09% 181
2024
Q1 		$1.23M Buy
13,048
+345
+3% +$30.4K 0.08% 195
2023
Q4 		$1.18M Buy
12,703
+1,601
+14% +$128K 0.09% 196
2023
Q3 		$907K Sell
11,102
-308
-3% -$26.7K 0.08% 210
2023
Q2 		$974K Sell
11,410
-616
-5% -$52.7K 0.08% 208
2023
Q1 		$1.06M Sell
12,026
-1,243
-9% -$116K 0.1% 192
2022
Q4 		$1.12M Buy
13,269
+542
+4% +$46.2K 0.11% 171
2022
Q3 		$1.01M Buy
12,727
+103
+0.8% +$8.68K 0.11% 182
2022
Q2 		$961K Sell
12,624
-190
-1% -$15.6K 0.1% 190
2022
Q1 		$1.12M Sell
12,814
-205
-2% -$19.8K 0.1% 181
2021
Q4 		$1.28M Buy
13,019
+478
+4% +$47.6K 0.11% 171
2021
Q3 		$1.22M Sell
12,541
-22
-0.2% -$2.18K 0.11% 163
2021
Q2 		$1.15M Buy
12,563
+173
+1% +$14.8K 0.11% 175
2021
Q1 		$963K Buy
12,390
+249
+2% +$19.1K 0.1% 191
2020
Q4 		$833K Buy
12,141
+5,097
+72% +$292K 0.1% 180
2020
Q3 		$341K Sell
7,044
-397
-5% -$20K 0.05% 274
2020
Q2 		$359K Sell
7,441
-1,677
-18% -$70.4K 0.05% 268
2020
Q1 		$309K Sell
9,118
-68
-0.7% -$3.2K 0.05% 265
2019
Q4 		$471K Buy
9,186
+580
+7% +$27.5K 0.06% 236
2019
Q3 		$367K Buy
8,606
+1,728
+25% +$73.9K 0.05% 267
2019
Q2 		$301K Buy
6,878
+66
+1% +$2.94K 0.05% 290
2019
Q1 		$288K Sell
6,812
-411
-6% -$17.3K 0.05% 291
2018
Q4 		$287K Buy
7,223
+476
+7% +$20.8K 0.05% 266
2018
Q3 		$315K Buy
6,747
+87
+1% +$4.25K 0.05% 271
2018
Q2 		$315K Buy
6,660
+186
+3% +$9.72K 0.05% 247
2018
Q1 		$349K Sell
6,474
-59
-0.9% -$3.27K 0.06% 221
2017
Q4 		$343K Sell
6,533
-40
-0.6% -$2.02K 0.06% 212
2017
Q3 		$317K Buy
6,573
+245
+4% +$11.4K 0.06% 218
2017
Q2 		$282K Hold
6,328
– – 0.06% 245
2017
Q1 		$272K Hold
6,328
– – 0.06% 243
2016
Q4 		$268K Hold
6,328
– – 0.06% 214
2016
Q3 		$203K Buy
+6,328
New +$189K 0.05% 270

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

Dorsey & Whitney Trust's MS Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Morgan Stanley (MS) stake by 1.7% in Q1 2026, buying an estimated $44.3K and bringing the position to 15,286 shares worth $2.52M. The position accounts for 0.14% of the portfolio, ranked #140.

Dorsey & Whitney Trust first reported a position in MS in Q3 2016 and has held it in 39 quarters since. The position peaked at $2.67M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Dorsey & Whitney Trust held 15,286 shares of Morgan Stanley worth $2.52M as of Q1 2026.
  • Dorsey & Whitney Trust bought 256 Morgan Stanley shares in Q1 2026, an estimated $44.3K.
  • Morgan Stanley made up 0.14% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #140 holding.
  • Dorsey & Whitney Trust first reported a position in Morgan Stanley in Q3 2016 and has held it in 39 quarters since.
  • Dorsey & Whitney Trust's Morgan Stanley position peaked at $2.67M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.