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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
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% -$3.69K 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 		$3.79M 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

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

Equitable Trust's MS Position: Q1 2026 in Review

Equitable Trust increased its Morgan Stanley (MS) stake by 5.8% in Q1 2026, buying an estimated $24.9K and bringing the position to 2,636 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #349.

Equitable Trust first reported a position in MS in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.79M in Q3 2021. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Equitable Trust held 2,636 shares of Morgan Stanley worth $434K as of Q1 2026.
  • Equitable Trust bought 144 Morgan Stanley shares in Q1 2026, an estimated $24.9K.
  • Morgan Stanley made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #349 holding.
  • Equitable Trust first reported a position in Morgan Stanley in Q2 2020 and has held it in 21 quarters since.
  • Equitable Trust's Morgan Stanley position peaked at $3.79M in Q3 2021.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.