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Greenleaf Trust’s Morgan Stanley MS Stock Holding History

Greenleaf 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
Q1 		$4.65M Buy
28,243
+680
+2% +$118K 0.05% 108
2025
Q4 		$4.89M Sell
27,563
-308
-1% -$51.4K 0.04% 106
2025
Q3 		$4.43M Sell
27,871
-844
-3% -$125K 0.04% 110
2025
Q2 		$4.04M Sell
28,715
-2,520
-8% -$310K 0.04% 118
2025
Q1 		$3.64M Sell
31,235
-1,650
-5% -$213K 0.03% 126
2024
Q4 		$4.13M Buy
32,885
+1,010
+3% +$124K 0.04% 119
2024
Q3 		$3.32M Buy
31,875
+114
+0.4% +$11.5K 0.03% 132
2024
Q2 		$3.09M Buy
31,761
+965
+3% +$91.9K 0.03% 135
2024
Q1 		$2.9M Buy
30,796
+1,369
+5% +$121K 0.03% 134
2023
Q4 		$2.74M Sell
29,427
-8,470
-22% -$678K 0.03% 138
2023
Q3 		$3.1M Buy
37,897
+1,841
+5% +$160K 0.04% 115
2023
Q2 		$3.08M Sell
36,056
-3,000
-8% -$257K 0.03% 119
2023
Q1 		$3.43M Buy
39,056
+644
+2% +$60.1K 0.04% 114
2022
Q4 		$3.27M Buy
38,412
+238
+0.6% +$20.3K 0.04% 116
2022
Q3 		$3.02M Buy
38,174
+3,023
+9% +$255K 0.04% 113
2022
Q2 		$2.67M Buy
35,151
+1,530
+5% +$125K 0.04% 107
2022
Q1 		$2.94M Sell
33,621
-391
-1% -$37.7K 0.04% 103
2021
Q4 		$3.34M Buy
34,012
+2,815
+9% +$280K 0.04% 90
2021
Q3 		$3.04M Buy
31,197
+1,029
+3% +$102K 0.04% 91
2021
Q2 		$2.77M Buy
30,168
+1,043
+4% +$89.4K 0.03% 96
2021
Q1 		$2.26M Buy
29,125
+4,089
+16% +$313K 0.03% 107
2020
Q4 		$1.72M Buy
25,036
+3,333
+15% +$191K 0.02% 123
2020
Q3 		$1.05M Buy
21,703
+3,048
+16% +$154K 0.02% 156
2020
Q2 		$901K Sell
18,655
-14,456
-44% -$607K 0.02% 173
2020
Q1 		$1.13M Buy
33,111
+18,975
+134% +$894K 0.02% 123
2019
Q4 		$723K Sell
14,136
-1,239
-8% -$58.6K 0.01% 216
2019
Q3 		$656K Buy
15,375
+540
+4% +$23.1K 0.01% 231
2019
Q2 		$650K Buy
14,835
+635
+4% +$28.3K 0.01% 232
2019
Q1 		$599K Sell
14,200
-3,000
-17% -$126K 0.01% 228
2018
Q4 		$682K Buy
17,200
+2,886
+20% +$126K 0.01% 205
2018
Q3 		$667K Buy
14,314
+903
+7% +$44.1K 0.01% 232
2018
Q2 		$636K Buy
13,411
+836
+7% +$43.7K 0.01% 225
2018
Q1 		$679K Buy
12,575
+875
+7% +$48.4K 0.01% 192
2017
Q4 		$614K Buy
11,700
+733
+7% +$37.1K 0.01% 210
2017
Q3 		$528K Buy
10,967
+3,629
+49% +$168K 0.01% 217
2017
Q2 		$327K Buy
7,338
+1,089
+17% +$47K 0.01% 266
2017
Q1 		$268K Buy
6,249
+401
+7% +$17.8K 0.01% 238
2016
Q4 		$247K Buy
+5,848
New +$221K 0.01% 204

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Greenleaf Trust's MS Position: Q1 2026 in Review

Greenleaf Trust increased its Morgan Stanley (MS) stake by 2.5% in Q1 2026, buying an estimated $118K and bringing the position to 28,243 shares worth $4.65M. The position accounts for 0.05% of the portfolio, ranked #108.

Greenleaf Trust first reported a position in MS in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.89M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Greenleaf Trust held 28,243 shares of Morgan Stanley worth $4.65M as of Q1 2026.
  • Greenleaf Trust bought 680 Morgan Stanley shares in Q1 2026, an estimated $118K.
  • Morgan Stanley made up 0.05% of Greenleaf Trust's portfolio in Q1 2026, its #108 holding.
  • Greenleaf Trust first reported a position in Morgan Stanley in Q4 2016 and has held it in 38 quarters since.
  • Greenleaf Trust's Morgan Stanley position peaked at $4.89M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.