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Fiduciary Trust’s Morgan Stanley MS Stock Holding History

Fiduciary 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 		$55.9M Sell
339,853
-1,544
-0.5% -$267K 0.66% 29
2025
Q4 		$60.6M Sell
341,397
-15,808
-4% -$2.64M 0.69% 25
2025
Q3 		$56.8M Sell
357,205
-1,119
-0.3% -$165K 0.64% 28
2025
Q2 		$50.5M Sell
358,324
-5,828
-2% -$716K 0.62% 28
2025
Q1 		$42.5M Buy
364,152
+11,473
+3% +$1.48M 0.56% 34
2024
Q4 		$44.3M Sell
352,679
-13,563
-4% -$1.67M 0.59% 32
2024
Q3 		$38.2M Sell
366,242
-8,116
-2% -$817K 0.53% 37
2024
Q2 		$36.4M Sell
374,358
-2,111
-0.6% -$201K 0.55% 36
2024
Q1 		$35.4M Sell
376,469
-2,012
-0.5% -$177K 0.54% 38
2023
Q4 		$35.3M Buy
378,481
+2,240
+0.6% +$179K 0.59% 33
2023
Q3 		$30.7M Sell
376,241
-798
-0.2% -$69.3K 0.56% 37
2023
Q2 		$32.2M Sell
377,039
-763
-0.2% -$65.3K 0.57% 36
2023
Q1 		$33.2M Sell
377,802
-1,835
-0.5% -$171K 0.62% 33
2022
Q4 		$32.3M Sell
379,637
-1,528
-0.4% -$130K 0.63% 32
2022
Q3 		$30.1M Buy
381,165
+634
+0.2% +$53.4K 0.65% 30
2022
Q2 		$28.9M Buy
380,531
+437
+0.1% +$35.8K 0.61% 34
2022
Q1 		$33.2M Sell
380,094
-88
-0% -$8.49K 0.6% 32
2021
Q4 		$37.3M Buy
380,182
+11,322
+3% +$1.13M 0.61% 29
2021
Q3 		$35.9M Sell
368,860
-647
-0.2% -$64.1K 0.64% 28
2021
Q2 		$33.9M Buy
369,507
+2,274
+0.6% +$195K 0.66% 30
2021
Q1 		$28.5M Buy
367,233
+300,791
+453% +$23.1M 0.58% 35
2020
Q4 		$4.55M Buy
66,442
+2,874
+5% +$165K 0.09% 155
2020
Q3 		$3.07M Sell
63,568
-142
-0.2% -$7.15K 0.07% 175
2020
Q2 		$3.08M Sell
63,710
-91
-0.1% -$3.82K 0.08% 167
2020
Q1 		$2.17M Buy
63,801
+43
+0.1% +$2.02K 0.06% 183
2019
Q4 		$3.26M Sell
63,758
-3,964
-6% -$188K 0.08% 161
2019
Q3 		$2.89M Sell
67,722
-3,172
-4% -$136K 0.07% 171
2019
Q2 		$3.11M Sell
70,894
-10,126
-12% -$452K 0.08% 159
2019
Q1 		$3.42M Sell
81,020
-2,458
-3% -$103K 0.09% 147
2018
Q4 		$3.31M Sell
83,478
-3,364
-4% -$147K 0.1% 143
2018
Q3 		$4.04M Sell
86,842
-7,190
-8% -$351K 0.11% 142
2018
Q2 		$4.46M Buy
94,032
+1,273
+1% +$66.5K 0.13% 135
2018
Q1 		$5M Buy
92,759
+6,804
+8% +$377K 0.15% 132
2017
Q4 		$4.51M Buy
85,955
+2,477
+3% +$125K 0.13% 131
2017
Q3 		$4.02M Buy
83,478
+8,931
+12% +$414K 0.12% 136
2017
Q2 		$3.32M Buy
74,547
+6,679
+10% +$288K 0.1% 148
2017
Q1 		$2.91M Buy
67,868
+10,873
+19% +$482K 0.09% 160
2016
Q4 		$2.41M Buy
56,995
+20,868
+58% +$789K 0.08% 175
2016
Q3 		$1.16M Sell
36,127
-2,848
-7% -$85K 0.04% 232
2016
Q2 		$1.01M Buy
38,975
+5
+0% +$131 0.04% 257
2016
Q1 		$974K Buy
38,970
+3,982
+11% +$102K 0.03% 260
2015
Q4 		$1.11M Buy
34,988
+4,005
+13% +$133K 0.05% 211
2015
Q3 		$976K Buy
+30,983
New +$1.13M 0.04% 214

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

Fiduciary Trust's MS Position: Q1 2026 in Review

Fiduciary Trust reduced its Morgan Stanley (MS) stake by 0.45% in Q1 2026, selling an estimated $267K and leaving 339,853 shares worth $55.9M. The position accounts for 0.66% of the portfolio, ranked #29.

Fiduciary Trust first reported a position in MS in Q3 2015 and has held it in 43 quarters since. The position peaked at $60.6M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Fiduciary Trust held 339,853 shares of Morgan Stanley worth $55.9M as of Q1 2026.
  • Fiduciary Trust sold 1,544 Morgan Stanley shares in Q1 2026, an estimated $267K.
  • Morgan Stanley made up 0.66% of Fiduciary Trust's portfolio in Q1 2026, its #29 holding.
  • Fiduciary Trust first reported a position in Morgan Stanley in Q3 2015 and has held it in 43 quarters since.
  • Fiduciary Trust's Morgan Stanley position peaked at $60.6M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.