Indiana Trust & Investment Management’s Morgan Stanley MS Stock Holding History

Indiana Trust & Investment 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	$291K	Hold	1,394	–	–	0.08%	155
2026 Q1	$229K	Hold	1,394	–	–	0.07%	163
2025 Q4	$247K	Hold	1,394	–	–	0.07%	158
2025 Q3	$222K	Hold	1,394	–	–	0.07%	165
2025 Q2	$196K	Hold	1,394	–	–	0.06%	172
2025 Q1	$163K	Hold	1,394	–	–	0.06%	186
2024 Q4	$175K	Buy	1,394 +53	+4%	+$6.53K	0.06%	182
2024 Q3	$140K	Hold	1,341	–	–	0.05%	201
2024 Q2	$130K	Hold	1,341	–	–	0.05%	197
2024 Q1	$126K	Buy	1,341 +121	+10%	+$10.7K	0.05%	194
2023 Q4	$114K	Hold	1,220	–	–	0.05%	193
2023 Q3	$99.6K	Buy	+1,220	New	+$106K	0.05%	200
2014 Q1	–	Sell	-900	Closed	-$28K	–	191
2013 Q4	$28K	Hold	900	–	–	0.02%	198
2013 Q3	$24K	Buy	+900	New	+$24.1K	0.01%	216

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Indiana Trust & Investment Management's MS Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,394 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #155.

Indiana Trust & Investment Management first reported a position in MS in Q3 2013 and has held it in 14 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Indiana Trust & Investment Management held 1,394 shares of Morgan Stanley worth $291K as of Q2 2026.
Indiana Trust & Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.08% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #155 holding.
Indiana Trust & Investment Management first reported a position in Morgan Stanley in Q3 2013 and has held it in 14 quarters since.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.