Legacy Trust’s Morgan Stanley MS Stock Holding History

Legacy Trust’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	$419K	Buy	2,006 +74	+4%	+$14.7K	0.07%	148
2026 Q1	$318K	Buy	+1,932	New	+$334K	0.06%	171

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Trust's MS Position: Q2 2026 in Review

Legacy Trust increased its Morgan Stanley (MS) stake by 3.8% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,006 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #148.

Legacy Trust first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Legacy Trust held 2,006 shares of Morgan Stanley worth $419K as of Q2 2026.
Legacy Trust bought 74 Morgan Stanley shares in Q2 2026, an estimated $14.7K.
Morgan Stanley made up 0.07% of Legacy Trust's portfolio in Q2 2026, its #148 holding.
Legacy Trust first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.