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 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 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

First American Trust's MS Position: Q1 2026 in Review

First American Trust increased its Morgan Stanley (MS) stake by 4.2% in Q1 2026, buying an estimated $30.5K and bringing the position to 4,356 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #178.

First American Trust first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $742K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

First American Trust held 4,356 shares of Morgan Stanley worth $717K as of Q1 2026.
First American Trust bought 176 Morgan Stanley shares in Q1 2026, an estimated $30.5K.
Morgan Stanley made up 0.05% of First American Trust's portfolio in Q1 2026, its #178 holding.
First American Trust first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
First American Trust's Morgan Stanley position peaked at $742K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.