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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
Q2 		$8.78M Sell
42,000
-2,000
-5% -$396K 1.21% 21
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
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

Inspire Trust Company's MS Position: Q2 2026 in Review

Inspire Trust Company reduced its Morgan Stanley (MS) stake by 4.5% in Q2 2026, selling an estimated $396K and leaving 42,000 shares worth $8.78M. The position accounts for 1.21% of the portfolio, ranked #21.

Inspire Trust Company first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Inspire Trust Company held 42,000 shares of Morgan Stanley worth $8.78M as of Q2 2026.
  • Inspire Trust Company sold 2,000 Morgan Stanley shares in Q2 2026, an estimated $396K.
  • Morgan Stanley made up 1.21% of Inspire Trust Company's portfolio in Q2 2026, its #21 holding.
  • Inspire Trust Company first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.