Missouri Trust & Investment Company’s Morgan Stanley MS Stock Holding History

Missouri Trust & Investment Company’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	$586K	Sell	3,559 -41	-1%	-$7.1K	0.17%	95
2025 Q4	$639K	Hold	3,600	–	–	0.19%	88
2025 Q3	$572K	Sell	3,600 -150	-4%	-$22.1K	0.17%	94
2025 Q2	$528K	Hold	3,750	–	–	0.17%	93
2025 Q1	$438K	Hold	3,750	–	–	0.15%	97
2024 Q4	$471K	Hold	3,750	–	–	0.17%	93
2024 Q3	$391K	Hold	3,750	–	–	0.14%	104
2024 Q2	$364K	Hold	3,750	–	–	0.14%	103
2024 Q1	$353K	Buy	3,750 +375	+11%	+$33K	0.14%	107
2023 Q4	$315K	Sell	3,375 -600	-15%	-$48K	0.13%	107
2023 Q3	$325K	Sell	3,975 -86	-2%	-$7.47K	0.15%	96
2023 Q2	$347K	Buy	4,061 +1,910	+89%	+$163K	0.2%	93
2023 Q1	$189K	Sell	2,151 -114	-5%	-$10.6K	0.12%	111
2022 Q4	$193K	Hold	2,265	–	–	0.12%	110
2022 Q3	$179K	Sell	2,265 -375	-14%	-$31.6K	0.12%	103
2022 Q2	$201K	Hold	2,640	–	–	0.13%	101
2022 Q1	$231K	Buy	2,640 +150	+6%	+$14.5K	0.14%	99
2021 Q4	$244K	Buy	+2,490	New	+$248K	0.14%	100

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Missouri Trust & Investment Company's MS Position: Q1 2026 in Review

Missouri Trust & Investment Company reduced its Morgan Stanley (MS) stake by 1.1% in Q1 2026, selling an estimated $7.1K and leaving 3,559 shares worth $586K. The position accounts for 0.17% of the portfolio, ranked #95.

Missouri Trust & Investment Company first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $639K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Missouri Trust & Investment Company held 3,559 shares of Morgan Stanley worth $586K as of Q1 2026.
Missouri Trust & Investment Company sold 41 Morgan Stanley shares in Q1 2026, an estimated $7.1K.
Morgan Stanley made up 0.17% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #95 holding.
Missouri Trust & Investment Company first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's Morgan Stanley position peaked at $639K in Q4 2025.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.