Enterprise Financial Services Corp (EFSC)’s Morgan Stanley MS Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	$453K	Sell	2,750 -79	-3%	-$13.7K	0.23%	83
2025 Q4	$502K	Buy	2,829 +149	+6%	+$24.9K	0.26%	77
2025 Q3	$426K	Sell	2,680 -5	-0.2%	-$738	0.22%	87
2025 Q2	$378K	Buy	2,685 +197	+8%	+$24.2K	0.2%	96
2025 Q1	$290K	Sell	2,488 -187	-7%	-$24.1K	0.17%	109
2024 Q4	$336K	Buy	2,675 +102	+4%	+$12.6K	0.19%	106
2024 Q3	$268K	Sell	2,573 -225	-8%	-$22.7K	0.16%	120
2024 Q2	$272K	Buy	2,798 +51	+2%	+$4.86K	0.17%	122
2024 Q1	$259K	Sell	2,747 -80	-3%	-$7.04K	0.16%	130
2023 Q4	$264K	Sell	2,827 -124	-4%	-$9.92K	0.16%	133
2023 Q3	$241K	Buy	2,951 +108	+4%	+$9.38K	0.17%	128
2023 Q2	$243K	Sell	2,843 -147	-5%	-$12.6K	0.15%	139
2023 Q1	$263K	Buy	2,990 +25	+0.8%	+$2.33K	0.17%	126
2022 Q4	$252K	Buy	2,965 +74	+3%	+$6.31K	0.17%	122
2022 Q3	$229K	Buy	2,891 +246	+9%	+$20.7K	0.17%	123
2022 Q2	$201K	Buy	2,645 +107	+4%	+$8.76K	0.04%	271
2022 Q1	$222K	Sell	2,538 -574	-18%	-$55.4K	0.04%	261
2021 Q4	$305K	Sell	3,112 -15,870	-84%	-$1.58M	0.05%	236
2021 Q3	$1.85M	Buy	18,982 +16,021	+541%	+$1.59M	0.24%	93
2021 Q2	$272K	Sell	2,961 -156	-5%	-$13.4K	0.04%	197
2021 Q1	$242K	Hold	3,117	–	–	0.04%	203
2020 Q4	$214K	Buy	3,117 +1,903	+157%	+$109K	0.04%	206
2020 Q3	$59K	Hold	1,214	–	–	0.01%	354
2020 Q2	$59K	Sell	1,214 -69	-5%	-$2.9K	0.01%	345
2020 Q1	$44K	Buy	1,283 +353	+38%	+$16.6K	0.01%	372
2019 Q4	$48K	Hold	930	–	–	0.01%	424
2019 Q3	$40K	Sell	930 -38	-4%	-$1.62K	0.01%	437
2019 Q2	$42K	Buy	968 +38	+4%	+$1.7K	0.01%	441
2019 Q1	$39K	Sell	930 -10	-1%	-$421	0.01%	453
2018 Q4	$37K	Buy	940 +117	+14%	+$5.11K	0.02%	284
2018 Q3	$38K	Buy	823 +4	+0.5%	+$195	0.02%	323
2018 Q2	$39K	Sell	819 -132	-14%	-$6.9K	0.02%	335
2018 Q1	$51K	Buy	951 +132	+16%	+$7.31K	0.03%	289
2017 Q4	$43K	Hold	819	–	–	0.02%	311
2017 Q3	$39K	Hold	819	–	–	0.02%	321
2017 Q2	$36K	Sell	819 -101	-11%	-$4.36K	0.02%	335
2017 Q1	$39K	Hold	920	–	–	0.02%	319
2016 Q4	$39K	Sell	920 -28	-3%	-$1.06K	0.02%	315
2016 Q3	$30K	Buy	948 +202	+27%	+$6.03K	0.02%	340
2016 Q2	$19K	Hold	746	–	–	0.01%	412
2016 Q1	$19K	Sell	746 -245	-25%	-$6.25K	0.01%	405
2015 Q4	$32K	Hold	991	–	–	0.02%	323
2015 Q3	$31K	Buy	991 +100	+11%	+$3.64K	0.02%	307
2015 Q2	$35K	Sell	891 -552	-38%	-$21K	0.02%	299
2015 Q1	$51K	Hold	1,443	–	–	0.03%	249
2014 Q4	$56K	Hold	1,443	–	–	0.03%	240
2014 Q3	$49K	Sell	1,443 -146	-9%	-$4.87K	0.03%	262
2014 Q2	$51K	Hold	1,589	–	–	0.03%	267
2014 Q1	$49K	Buy	1,589 +273	+21%	+$8.43K	0.03%	254
2013 Q4	$41K	Hold	1,316	–	–	0.02%	278
2013 Q3	$35K	Buy	1,316 +308	+31%	+$8.26K	0.02%	283
2013 Q2	$25K	Buy	+1,008	New	+$23.9K	0.02%	294

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

Enterprise Financial Services Corp (EFSC)'s MS Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) reduced its Morgan Stanley (MS) stake by 2.8% in Q1 2026, selling an estimated $13.7K and leaving 2,750 shares worth $453K. The position accounts for 0.23% of the portfolio, ranked #83.

Enterprise Financial Services Corp (EFSC) first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.85M in Q3 2021. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Enterprise Financial Services Corp (EFSC) held 2,750 shares of Morgan Stanley worth $453K as of Q1 2026.
Enterprise Financial Services Corp (EFSC) sold 79 Morgan Stanley shares in Q1 2026, an estimated $13.7K.
Morgan Stanley made up 0.23% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #83 holding.
Enterprise Financial Services Corp (EFSC) first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Enterprise Financial Services Corp (EFSC)'s Morgan Stanley position peaked at $1.85M in Q3 2021.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.