LT
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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
Q3 		$389K Buy
2,109
+103
+5% +$21.9K 0.07% 166
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
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Trust's MS Position: Q3 2026 in Review

Legacy Trust increased its Morgan Stanley (MS) stake by 5.1% in Q3 2026, buying an estimated $21.9K and bringing the position to 2,109 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #166.

Legacy Trust first reported a position in MS in Q1 2026 and has held it in 3 quarters since. The position peaked at $419K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Legacy Trust held 2,109 shares of Morgan Stanley worth $389K as of Q3 2026.
  • Legacy Trust bought 103 Morgan Stanley shares in Q3 2026, an estimated $21.9K.
  • Morgan Stanley made up 0.07% of Legacy Trust's portfolio in Q3 2026, its #166 holding.
  • Legacy Trust first reported a position in Morgan Stanley in Q1 2026 and has held it in 3 quarters since.
  • Legacy Trust's Morgan Stanley position peaked at $419K in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.