First American Trust
MS icon

First American Trust’s Morgan Stanley MS Stock Holding History

First American 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 		$825K Sell
4,386
-16
-0.4% -$3.4K 0.05% 186
2026
Q2 		$920K Buy
4,402
+46
+1% +$9.11K 0.06% 172
2026
Q1 		$717K Buy
4,356
+176
+4% +$30.5K 0.05% 178
2025
Q4 		$742K Sell
4,180
-386
-8% -$64.4K 0.05% 164
2025
Q3 		$726K Buy
4,566
+443
+11% +$65.4K 0.05% 153
2025
Q2 		$581K Buy
4,123
+290
+8% +$35.6K 0.05% 160
2025
Q1 		$447K Sell
3,833
-1,371
-26% -$177K 0.04% 160
2024
Q4 		$654K Sell
5,204
-655
-11% -$80.7K 0.07% 138
2024
Q3 		$611K Sell
5,859
-152
-3% -$15.3K 0.06% 140
2024
Q2 		$584K Buy
6,011
+569
+10% +$54.2K 0.06% 132
2024
Q1 		$512K Buy
+5,442
New +$479K 0.05% 140

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

First American Trust's MS Position: Q3 2026 in Review

First American Trust reduced its Morgan Stanley (MS) stake by 0.36% in Q3 2026, selling an estimated $3.4K and leaving 4,386 shares worth $825K. The position accounts for 0.05% of the portfolio, ranked #186.

First American Trust first reported a position in MS in Q1 2024 and has held it in 11 quarters since. The position peaked at $920K in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • First American Trust held 4,386 shares of Morgan Stanley worth $825K as of Q3 2026.
  • First American Trust sold 16 Morgan Stanley shares in Q3 2026, an estimated $3.4K.
  • Morgan Stanley made up 0.05% of First American Trust's portfolio in Q3 2026, its #186 holding.
  • First American Trust first reported a position in Morgan Stanley in Q1 2024 and has held it in 11 quarters since.
  • First American Trust's Morgan Stanley position peaked at $920K in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on First American Trust's 13F filing for Q3 2026, filed 12 Nov 2026.