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Glenview Trust’s Morgan Stanley MS Stock Holding History

Glenview 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 		$6.23M Sell
29,801
-98
-0.3% -$19.4K 0.09% 148
2026
Q1 		$4.92M Sell
29,899
-4,293
-13% -$743K 0.08% 153
2025
Q4 		$6.07M Sell
34,192
-10,441
-23% -$1.74M 0.09% 143
2025
Q3 		$7.09M Sell
44,633
-4,937
-10% -$729K 0.11% 130
2025
Q2 		$6.98M Buy
49,570
+1,105
+2% +$136K 0.12% 126
2025
Q1 		$5.65M Buy
48,465
+672
+1% +$86.6K 0.11% 133
2024
Q4 		$6.01M Sell
47,793
-92
-0.2% -$11.3K 0.11% 126
2024
Q3 		$4.99M Buy
47,885
+12
+0% +$1.21K 0.1% 141
2024
Q2 		$4.65M Sell
47,873
-1,301
-3% -$124K 0.09% 136
2024
Q1 		$4.63M Sell
49,174
-8,127
-14% -$716K 0.1% 139
2023
Q4 		$5.34M Sell
57,301
-2,216
-4% -$177K 0.13% 121
2023
Q3 		$4.86M Buy
59,517
+849
+1% +$73.7K 0.13% 119
2023
Q2 		$5.01M Sell
58,668
-133
-0.2% -$11.4K 0.14% 119
2023
Q1 		$5.16M Buy
58,801
+1,172
+2% +$109K 0.15% 111
2022
Q4 		$4.9M Sell
57,629
-240
-0.4% -$20.5K 0.16% 109
2022
Q3 		$4.57M Sell
57,869
-193
-0.3% -$16.3K 0.17% 108
2022
Q2 		$4.42M Sell
58,062
-2,498
-4% -$205K 0.16% 106
2022
Q1 		$5.29M Buy
60,560
+787
+1% +$75.9K 0.17% 102
2021
Q4 		$5.87M Sell
59,773
-502
-0.8% -$50K 0.19% 99
2021
Q3 		$5.87M Hold
60,275
– – 0.23% 95
2021
Q2 		$5.53M Buy
60,275
+275
+0.5% +$23.6K 0.21% 97
2021
Q1 		$4.66M Buy
60,000
+3,880
+7% +$297K 0.2% 98
2020
Q4 		$3.85M Sell
56,120
-570
-1% -$32.7K 0.18% 103
2020
Q3 		$2.74M Sell
56,690
-1,790
-3% -$90.2K 0.14% 109
2020
Q2 		$2.83M Sell
58,480
-8,437
-13% -$354K 0.16% 104
2020
Q1 		$2.28M Buy
66,917
+59,715
+829% +$2.81M 0.16% 110
2019
Q4 		$368K Sell
7,202
-236
-3% -$11.2K 0.02% 273
2019
Q3 		$317K Buy
+7,438
New +$318K 0.02% 283

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Glenview Trust's MS Position: Q2 2026 in Review

Glenview Trust reduced its Morgan Stanley (MS) stake by 0.33% in Q2 2026, selling an estimated $19.4K and leaving 29,801 shares worth $6.23M. The position accounts for 0.09% of the portfolio, ranked #148.

Glenview Trust first reported a position in MS in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.09M in Q3 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Glenview Trust held 29,801 shares of Morgan Stanley worth $6.23M as of Q2 2026.
  • Glenview Trust sold 98 Morgan Stanley shares in Q2 2026, an estimated $19.4K.
  • Morgan Stanley made up 0.09% of Glenview Trust's portfolio in Q2 2026, its #148 holding.
  • Glenview Trust first reported a position in Morgan Stanley in Q3 2019 and has held it in 28 quarters since.
  • Glenview Trust's Morgan Stanley position peaked at $7.09M in Q3 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.