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Equitable Trust’s Morgan Stanley MS Stock Holding History

Equitable 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
Q3 		$478K Sell
2,544
-21
-0.8% -$4.46K 0.02% 318
2026
Q2 		$536K Sell
2,565
-71
-3% -$14.1K 0.02% 306
2026
Q1 		$434K Buy
2,636
+144
+6% +$24.9K 0.02% 349
2025
Q4 		$442K Buy
2,492
+286
+13% +$47.7K 0.02% 334
2025
Q3 		$351K Hold
2,206
– – 0.02% 370
2025
Q2 		$311K Sell
2,206
-114
-5% -$14K 0.02% 374
2025
Q1 		$271K Sell
2,320
-287
-11% -$37K 0.02% 422
2024
Q4 		$328K Sell
2,607
-30
-1% -$3.7K 0.02% 402
2024
Q3 		$275K Hold
2,637
– – 0.02% 403
2024
Q2 		$256K Buy
2,637
+446
+20% +$42.5K 0.02% 404
2024
Q1 		$206K Buy
+2,191
New +$193K 0.01% 416
2023
Q2 		– Sell
-22,257
Closed -$1.95M – 410
2023
Q1 		$1.95M Sell
22,257
-1,139
-5% -$106K 0.15% 120
2022
Q4 		$1.99M Sell
23,396
-329
-1% -$28K 0.16% 126
2022
Q3 		$1.87M Sell
23,725
-339
-1% -$28.6K 0.16% 123
2022
Q2 		$1.83M Sell
24,064
-4,464
-16% -$366K 0.14% 132
2022
Q1 		$2.49M Sell
28,528
-615
-2% -$59.3K 0.16% 121
2021
Q4 		$2.86M Sell
29,143
-9,862
-25% -$982K 0.18% 112
2021
Q3 		$3.8M Buy
39,005
+669
+2% +$66.3K 0.24% 101
2021
Q2 		$3.52M Buy
38,336
+2,290
+6% +$196K 0.23% 101
2021
Q1 		$2.8M Buy
36,046
+939
+3% +$72K 0.21% 112
2020
Q4 		$2.41M Buy
35,107
+586
+2% +$33.6K 0.18% 118
2020
Q3 		$1.67M Sell
34,521
-960
-3% -$48.4K 0.14% 129
2020
Q2 		$1.71M Buy
+35,481
New +$1.49M 0.16% 120

Other funds holding MS

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Equitable Trust's MS Position: Q3 2026 in Review

Equitable Trust reduced its Morgan Stanley (MS) stake by 0.82% in Q3 2026, selling an estimated $4.46K and leaving 2,544 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #318.

Equitable Trust first reported a position in MS in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.8M in Q3 2021. 481 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Equitable Trust held 2,544 shares of Morgan Stanley worth $478K as of Q3 2026.
  • Equitable Trust sold 21 Morgan Stanley shares in Q3 2026, an estimated $4.46K.
  • Morgan Stanley made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #318 holding.
  • Equitable Trust first reported a position in Morgan Stanley in Q2 2020 and has held it in 23 quarters since.
  • Equitable Trust's Morgan Stanley position peaked at $3.8M in Q3 2021.
  • 481 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.