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Laird Norton Wetherby Trust Company’s Morgan Stanley MS Stock Holding History

Laird Norton Wetherby 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 		$9.99M Buy
60,722
+438
+0.7% +$75.8K 0.22% 69
2025
Q4 		$10.7M Buy
+60,284
New +$10.1M 0.22% 70

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

Laird Norton Wetherby Trust Company's MS Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company increased its Morgan Stanley (MS) stake by 0.73% in Q1 2026, buying an estimated $75.8K and bringing the position to 60,722 shares worth $9.99M. The position accounts for 0.22% of the portfolio, ranked #69.

Laird Norton Wetherby Trust Company first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.7M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 60,722 shares of Morgan Stanley worth $9.99M as of Q1 2026.
  • Laird Norton Wetherby Trust Company bought 438 Morgan Stanley shares in Q1 2026, an estimated $75.8K.
  • Morgan Stanley made up 0.22% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #69 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's Morgan Stanley position peaked at $10.7M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.