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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
Q2 		$230K Buy
+1,101
New +$218K 0.01% 199
2026
Q1 		– Sell
-1,183
Closed -$210K – 210
2025
Q4 		$210K Buy
+1,183
New +$197K 0.01% 188

Other funds holding MS

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State Street
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Western Trust Bank's MS Position: Q2 2026 in Review

First Western Trust Bank opened a new position in Morgan Stanley (MS) in Q2 2026: 1,101 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #199 among its holdings. This is a return to the name: First Western Trust Bank previously reported a position in MS as recently as Q4 2025.

First Western Trust Bank first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • First Western Trust Bank held 1,101 shares of Morgan Stanley worth $230K as of Q2 2026.
  • Morgan Stanley was a new First Western Trust Bank position in Q2 2026.
  • Morgan Stanley made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #199 holding.
  • First Western Trust Bank first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.