KeyBank National Association’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$40.3M Buy
245,073
+782
+0.3% +$135K 0.15% 119
2025
Q4
$43.4M Buy
244,291
+4,577
+2% +$763K 0.16% 115
2025
Q3
$38.1M Sell
239,714
-2,172
-0.9% -$321K 0.13% 119
2025
Q2
$34.1M Sell
241,886
-4,549
-2% -$559K 0.13% 129
2025
Q1
$28.8M Sell
246,435
-3,413
-1% -$440K 0.12% 147
2024
Q4
$31.4M Sell
249,848
-1,005
-0.4% -$124K 0.12% 137
2024
Q3
$26.1M Sell
250,853
-2,298
-0.9% -$231K 0.1% 159
2024
Q2
$24.6M Sell
253,151
-4,527
-2% -$431K 0.1% 157
2024
Q1
$24.3M Sell
257,678
-4,937
-2% -$435K 0.1% 162
2023
Q4
$24.5M Sell
262,615
-9,573
-4% -$766K 0.11% 157
2023
Q3
$22.2M Sell
272,188
-5,015
-2% -$435K 0.11% 158
2023
Q2
$23.7M Sell
277,203
-4,503
-2% -$385K 0.11% 152
2023
Q1
$24.7M Sell
281,706
-4,688
-2% -$438K 0.12% 151
2022
Q4
$24.3M Sell
286,394
-2,156
-0.7% -$184K 0.12% 148
2022
Q3
$22.8M Buy
288,550
+2,537
+0.9% +$214K 0.12% 145
2022
Q2
$21.8M Sell
286,013
-5,953
-2% -$488K 0.11% 149
2022
Q1
$25.5M Sell
291,966
-2,353
-0.8% -$227K 0.11% 152
2021
Q4
$28.9M Sell
294,319
-3,638
-1% -$362K 0.12% 146
2021
Q3
$29M Sell
297,957
-5,455
-2% -$540K 0.13% 139
2021
Q2
$27.8M Sell
303,412
-11,756
-4% -$1.01M 0.12% 140
2021
Q1
$24.5M Sell
315,168
-4,360
-1% -$334K 0.11% 144
2020
Q4
$21.9M Sell
319,528
-11,238
-3% -$645K 0.11% 147
2020
Q3
$16M Sell
330,766
-15,954
-5% -$804K 0.09% 156
2020
Q2
$16.7M Sell
346,720
-8,041
-2% -$338K 0.1% 150
2020
Q1
$12.1M Sell
354,761
-21,225
-6% -$1,000K 0.08% 161
2019
Q4
$19.2M Sell
375,986
-19,256
-5% -$911K 0.1% 151
2019
Q3
$16.9M Sell
395,242
-29,406
-7% -$1.26M 0.1% 163
2019
Q2
$18.6M Sell
424,648
-23,522
-5% -$1.05M 0.11% 152
2019
Q1
$18.9M Sell
448,170
-41,420
-8% -$1.74M 0.11% 151
2018
Q4
$19.4M Sell
489,590
-29,090
-6% -$1.27M 0.13% 141
2018
Q3
$24.2M Sell
518,680
-27,043
-5% -$1.32M 0.13% 140
2018
Q2
$25.9M Sell
545,723
-34,401
-6% -$1.8M 0.15% 127
2018
Q1
$31.3M Sell
580,124
-35,760
-6% -$1.98M 0.18% 110
2017
Q4
$32.3M Sell
615,884
-84,132
-12% -$4.25M 0.19% 115
2017
Q3
$33.7M Sell
700,016
-87,646
-11% -$4.07M 0.2% 108
2017
Q2
$35.1M Sell
787,662
-221,218
-22% -$9.54M 0.21% 106
2017
Q1
$43.2M Sell
1,008,880
-127,612
-11% -$5.66M 0.26% 91
2016
Q4
$48M Sell
1,136,492
-11,090
-1% -$419K 0.3% 82
2016
Q3
$36.8M Sell
1,147,582
-52,983
-4% -$1.58M 0.23% 103
2016
Q2
$31.2M Sell
1,200,565
-85,041
-7% -$2.22M 0.2% 110
2016
Q1
$32.2M Buy
1,285,606
+18,519
+1% +$473K 0.21% 107
2015
Q4
$40.3M Buy
1,267,087
+18,128
+1% +$602K 0.27% 94
2015
Q3
$39.3M Buy
1,248,959
+78,491
+7% +$2.86M 0.28% 89
2015
Q2
$45.4M Buy
1,170,468
+22,176
+2% +$844K 0.3% 89
2015
Q1
$41M Buy
1,148,292
+55,623
+5% +$2M 0.27% 92
2014
Q4
$42.4M Buy
1,092,669
+18,899
+2% +$672K 0.28% 93
2014
Q3
$37.1M Sell
1,073,770
-1,421
-0.1% -$47.3K 0.25% 97
2014
Q2
$34.8M Buy
1,075,191
+23,262
+2% +$717K 0.23% 100
2014
Q1
$32.8M Buy
1,051,929
+61,490
+6% +$1.9M 0.25% 103
2013
Q4
$31.1M Buy
990,439
+28,414
+3% +$845K 0.2% 103
2013
Q3
$25.9M Buy
962,025
+54,494
+6% +$1.46M 0.18% 112
2013
Q2
$22.2M Buy
+907,531
New +$21.5M 0.08% 291

Other funds holding MS

KeyBank National Association's MS Position: Q1 2026 in Review

KeyBank National Association increased its Morgan Stanley (MS) stake by 0.32% in Q1 2026, buying an estimated $135K and bringing the position to 245,073 shares worth $40.3M. The position accounts for 0.15% of the portfolio, ranked #119.

KeyBank National Association first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $48M in Q4 2016. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • KeyBank National Association held 245,073 shares of Morgan Stanley worth $40.3M as of Q1 2026.
  • KeyBank National Association bought 782 Morgan Stanley shares in Q1 2026, an estimated $135K.
  • Morgan Stanley made up 0.15% of KeyBank National Association's portfolio in Q1 2026, its #119 holding.
  • KeyBank National Association first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • KeyBank National Association's Morgan Stanley position peaked at $48M in Q4 2016.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on KeyBank National Association's 13F filing for Q1 2026, filed 24 Apr 2026.