Inspire Trust Company’s Morgan Stanley MS Stock Holding History

Inspire Trust Company’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	$7.24M	Buy	44,000 +7,981	+22%	+$1.38M	1.12%	25
2025 Q4	$6.39M	Buy	36,019 +19	+0.1%	+$3.17K	1.05%	31
2025 Q3	$5.72M	Hold	36,000	–	–	1.04%	32
2025 Q2	$5.07M	Buy	36,000 +3,000	+9%	+$368K	1.05%	30
2025 Q1	$3.85M	Buy	33,000 +3,000	+10%	+$387K	0.92%	47
2024 Q4	$3.77M	Sell	30,000 -5,300	-15%	-$653K	0.96%	28
2024 Q3	$3.68M	Buy	35,300 +6,000	+20%	+$604K	1.01%	28
2024 Q2	$2.85M	Buy	29,300 +10,000	+52%	+$952K	0.94%	38
2024 Q1	$1.82M	Buy	19,300 +11,000	+133%	+$969K	1.01%	29
2023 Q4	$774K	Buy	+8,300	New	+$664K	0.8%	49

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Inspire Trust Company's MS Position: Q1 2026 in Review

Inspire Trust Company increased its Morgan Stanley (MS) stake by 22% in Q1 2026, buying an estimated $1.38M and bringing the position to 44,000 shares worth $7.24M. The position accounts for 1.12% of the portfolio, ranked #25.

Inspire Trust Company first reported a position in MS in Q4 2023 and has held it in 10 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Inspire Trust Company held 44,000 shares of Morgan Stanley worth $7.24M as of Q1 2026.
Inspire Trust Company bought 7,981 Morgan Stanley shares in Q1 2026, an estimated $1.38M.
Morgan Stanley made up 1.12% of Inspire Trust Company's portfolio in Q1 2026, its #25 holding.
Inspire Trust Company first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.