First Community Trust’s Morgan Stanley MS Stock Holding History

First Community 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 Q2	$78K	Hold	373	–	–	0.04%	144
2026 Q1	$61.4K	Buy	373 +300	+411%	+$51.9K	0.05%	156
2025 Q4	$13K	Hold	73	–	–	0.01%	265
2025 Q3	$11.6K	Hold	73	–	–	0.01%	276
2025 Q2	$10.3K	Hold	73	–	–	0.01%	270
2025 Q1	$8.52K	Hold	73	–	–	0.01%	264
2024 Q4	$9.18K	Hold	73	–	–	0.01%	275
2024 Q3	$7.61K	Hold	73	–	–	0.01%	278
2024 Q2	$7.09K	Hold	73	–	–	0.01%	270
2024 Q1	$6.87K	Hold	73	–	–	0.01%	243
2023 Q4	$6.81K	Sell	73 -10	-12%	-$800	0.01%	246
2023 Q3	$6.78K	Hold	83	–	–	0.01%	245
2023 Q2	$7.09K	Hold	83	–	–	0.01%	253
2023 Q1	$7.29K	Hold	83	–	–	0.01%	250
2022 Q4	$7K	Hold	83	–	–	0.01%	257
2022 Q3	$7K	Sell	83 -20	-19%	-$1.69K	0.01%	238
2022 Q2	$8K	Hold	103	–	–	0.01%	291
2022 Q1	$9K	Buy	103 +30	+41%	+$2.89K	0.01%	303
2021 Q4	$7.17K	Buy	+73	New	+$7.27K	0.01%	319

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Community Trust's MS Position: Q2 2026 in Review

First Community Trust held its Morgan Stanley (MS) position steady in Q2 2026 at 373 shares worth $78K. The position accounts for 0.04% of the portfolio, ranked #144.

First Community Trust first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

First Community Trust held 373 shares of Morgan Stanley worth $78K as of Q2 2026.
First Community Trust left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.04% of First Community Trust's portfolio in Q2 2026, its #144 holding.
First Community Trust first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First Community Trust's 13F filing for Q2 2026, filed 10 Jul 2026.