Global Trust Asset Management’s Morgan Stanley MS Stock Holding History

Global Trust Asset Management’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	$7.32K	Buy	+35	New	+$6.93K	﹤0.01%	356
2021 Q4	–	Sell	-2,900	Closed	-$282K	–	430
2021 Q3	$282K	Buy	+2,900	New	+$287K	0.13%	132
2019 Q1	–	Sell	-891	Closed	-$35K	–	423
2018 Q4	$35K	Hold	891	–	–	0.03%	203
2018 Q3	$41K	Hold	891	–	–	0.03%	223
2018 Q2	$42K	Hold	891	–	–	0.03%	213
2018 Q1	$48K	Hold	891	–	–	0.04%	196
2017 Q4	$47K	Buy	+891	New	+$45.1K	0.03%	212

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Global Trust Asset Management's MS Position: Q2 2026 in Review

Global Trust Asset Management opened a new position in Morgan Stanley (MS) in Q2 2026: 35 shares worth $7.32K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Global Trust Asset Management previously reported a position in MS as recently as Q3 2021.

Global Trust Asset Management first reported a position in MS in Q4 2017 and has held it in 7 quarters since. The position peaked at $282K in Q3 2021. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Global Trust Asset Management held 35 shares of Morgan Stanley worth $7.32K as of Q2 2026.
Morgan Stanley was a new Global Trust Asset Management position in Q2 2026.
Morgan Stanley made up ﹤0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #356 holding.
Global Trust Asset Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 7 quarters since.
Global Trust Asset Management's Morgan Stanley position peaked at $282K in Q3 2021.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.