Midwest Trust
MS icon

Midwest Trust’s Morgan Stanley MS Stock Holding History

Midwest 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 		$34.2M Buy
182,084
+4,140
+2% +$880K 0.38% 62
2026
Q2 		$37.2M Buy
177,944
+421
+0.2% +$83.4K 0.42% 63
2026
Q1 		$29.2M Buy
177,523
+14,780
+9% +$2.56M 0.36% 67
2025
Q4 		$28.9M Buy
162,743
+44
+0% +$7.34K 0.36% 68
2025
Q3 		$25.9M Buy
162,699
+25,217
+18% +$3.72M 0.34% 70
2025
Q2 		$19.4M Buy
+137,482
New +$16.9M 0.27% 94

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Midwest Trust's MS Position: Q3 2026 in Review

Midwest Trust increased its Morgan Stanley (MS) stake by 2.3% in Q3 2026, buying an estimated $880K and bringing the position to 182,084 shares worth $34.2M. The position accounts for 0.38% of the portfolio, ranked #62.

Midwest Trust first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $37.2M in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Midwest Trust held 182,084 shares of Morgan Stanley worth $34.2M as of Q3 2026.
  • Midwest Trust bought 4,140 Morgan Stanley shares in Q3 2026, an estimated $880K.
  • Morgan Stanley made up 0.38% of Midwest Trust's portfolio in Q3 2026, its #62 holding.
  • Midwest Trust first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's Morgan Stanley position peaked at $37.2M in Q2 2026.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.