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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
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

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

Midwest Trust's MS Position: Q1 2026 in Review

Midwest Trust increased its Morgan Stanley (MS) stake by 9.1% in Q1 2026, buying an estimated $2.56M and bringing the position to 177,523 shares worth $29.2M. The position accounts for 0.36% of the portfolio, ranked #67.

Midwest Trust first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Midwest Trust held 177,523 shares of Morgan Stanley worth $29.2M as of Q1 2026.
  • Midwest Trust bought 14,780 Morgan Stanley shares in Q1 2026, an estimated $2.56M.
  • Morgan Stanley made up 0.36% of Midwest Trust's portfolio in Q1 2026, its #67 holding.
  • Midwest Trust first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.