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First Western Trust Bank’s Morgan Stanley MS Stock Holding History

First Western Trust Bank’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 		– Sell
-1,183
Closed -$210K – 210
2025
Q4 		$210K Buy
+1,183
New +$197K 0.01% 188

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VCM
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JP Morgan Chase
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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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First Western Trust Bank's MS Position: Q1 2026 in Review

First Western Trust Bank sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,183 shares — an estimated $210K sold.

First Western Trust Bank first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • First Western Trust Bank reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • First Western Trust Bank sold 1,183 Morgan Stanley shares in Q1 2026, an estimated $210K.
  • First Western Trust Bank first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • First Western Trust Bank's Morgan Stanley position peaked at $210K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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