LT
MS icon

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
Q1 		$318K Buy
+1,932
New +$334K 0.06% 171

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

Legacy Trust's MS Position: Q1 2026 in Review

Legacy Trust opened a new position in Morgan Stanley (MS) in Q1 2026: 1,932 shares worth $318K. The stake represents 0.06% of the portfolio and ranks #171 among its holdings.

2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Legacy Trust held 1,932 shares of Morgan Stanley worth $318K as of Q1 2026.
  • Morgan Stanley was a new Legacy Trust position in Q1 2026.
  • Morgan Stanley made up 0.06% of Legacy Trust's portfolio in Q1 2026, its #171 holding.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.