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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
Q2 		$770K Buy
3,659
+100
+3% +$19.8K 0.21% 79
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Missouri Trust & Investment Company's MS Position: Q2 2026 in Review

Missouri Trust & Investment Company increased its Morgan Stanley (MS) stake by 2.8% in Q2 2026, buying an estimated $19.8K and bringing the position to 3,659 shares worth $770K. The position accounts for 0.21% of the portfolio, ranked #79.

Missouri Trust & Investment Company first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Missouri Trust & Investment Company held 3,659 shares of Morgan Stanley worth $770K as of Q2 2026.
  • Missouri Trust & Investment Company bought 100 Morgan Stanley shares in Q2 2026, an estimated $19.8K.
  • Morgan Stanley made up 0.21% of Missouri Trust & Investment Company's portfolio in Q2 2026, its #79 holding.
  • Missouri Trust & Investment Company first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.