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Timothy G. Youngquist 2020 Irrevocable Trust’s Morgan Stanley MS Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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 		– Sell
-426
Closed -$70.1K – 350
2026
Q1 		$70.1K Buy
+426
New +$73.8K 0.03% 192

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's MS Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 426 shares — an estimated $70.1K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in MS in Q1 2026 and held it in 1 quarter. The position peaked at $70.1K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 426 Morgan Stanley shares in Q2 2026, an estimated $70.1K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Morgan Stanley in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Morgan Stanley position peaked at $70.1K in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.