Morgan Stanley
MTR

Morgan Stanley’s Mesa Royalty Trust MTR Stock Holding History

Morgan Stanley’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2K Sell
3,941
-1,261
-24% -$5.22K ﹤0.01% 6983
2026
Q1 		$25.4K Buy
5,202
+4,900
+1,623% +$23.8K ﹤0.01% 6643
2025
Q4 		$1.31K Buy
302
+300
+15,000% +$1.41K ﹤0.01% 7318
2025
Q3 		$12 Sell
2
-54
-96% -$304 ﹤0.01% 8090
2025
Q2 		$312 Sell
56
-145
-72% -$778 ﹤0.01% 7514
2025
Q1 		$1.26K Sell
201
-201
-50% -$1.29K ﹤0.01% 7254
2024
Q4 		$2.38K Sell
402
-1,398
-78% -$8.81K ﹤0.01% 7166
2024
Q3 		$10.2K Sell
1,800
-3,539
-66% -$25.4K ﹤0.01% 6718
2024
Q2 		$47.1K Sell
5,339
-12,362
-70% -$116K ﹤0.01% 6195
2024
Q1 		$188K Sell
17,701
-2,899
-14% -$30.8K ﹤0.01% 5758
2023
Q4 		$272K Buy
20,600
+9,400
+84% +$137K ﹤0.01% 5587
2023
Q3 		$170K Buy
11,200
+10,200
+1,020% +$201K ﹤0.01% 5654
2023
Q2 		$24.6K Sell
1,000
-1,186
-54% -$25.6K ﹤0.01% 6498
2023
Q1 		$35.1K Sell
2,186
-1,547
-41% -$26.9K ﹤0.01% 6410
2022
Q4 		$82.2K Sell
3,733
-6,744
-64% -$114K ﹤0.01% 6075
2022
Q3 		$132K Buy
10,477
+800
+8% +$11K ﹤0.01% 5935
2022
Q2 		$106K Sell
9,677
-26,413
-73% -$378K ﹤0.01% 6240
2022
Q1 		$311K Buy
36,090
+2,390
+7% +$18.8K ﹤0.01% 5669
2021
Q4 		$207K Sell
33,700
-2,200
-6% -$13.3K ﹤0.01% 6044
2021
Q3 		$204K Buy
35,900
+3,500
+11% +$20.8K ﹤0.01% 5992
2021
Q2 		$204K Buy
32,400
+2,400
+8% +$12.4K ﹤0.01% 6007
2021
Q1 		$143K Buy
30,000
+22,400
+295% +$107K ﹤0.01% 5839
2020
Q4 		$31K Buy
7,600
+7,200
+1,800% +$29.2K ﹤0.01% 6310
2020
Q3 		$2K Hold
400
– – ﹤0.01% 6580
2020
Q2 		$2K Hold
400
– – ﹤0.01% 6456
2020
Q1 		$2K Sell
400
-9,467
-96% -$62.7K ﹤0.01% 6393
2019
Q4 		$68K Buy
9,867
+2,808
+40% +$20.9K ﹤0.01% 5776
2019
Q3 		$61K Buy
7,059
+4,459
+172% +$39.8K ﹤0.01% 5633
2019
Q2 		$30K Sell
2,600
-346
-12% -$4.42K ﹤0.01% 5804
2019
Q1 		$37K Hold
2,946
– – ﹤0.01% 5797
2018
Q4 		$32K Sell
2,946
-1,500
-34% -$19.9K ﹤0.01% 5892
2018
Q3 		$63K Buy
4,446
+346
+8% +$4.99K ﹤0.01% 5815
2018
Q2 		$59K Sell
4,100
-8,201
-67% -$125K ﹤0.01% 5881
2018
Q1 		$185K Sell
12,301
-6,357
-34% -$104K ﹤0.01% 5502
2017
Q4 		$344K Buy
18,658
+6,281
+51% +$101K ﹤0.01% 5178
2017
Q3 		$192K Buy
12,377
+7,477
+153% +$96.6K ﹤0.01% 5376
2017
Q2 		$58K Buy
4,900
+300
+7% +$4.09K ﹤0.01% 5812
2017
Q1 		$61K Buy
4,600
+534
+13% +$6.39K ﹤0.01% 5777
2016
Q4 		$44K Buy
4,066
+1,466
+56% +$14.8K ﹤0.01% 5784
2016
Q3 		$22K Hold
2,600
– – ﹤0.01% 5886
2016
Q2 		$28K Hold
2,600
– – ﹤0.01% 5736
2016
Q1 		$21K Hold
2,600
– – ﹤0.01% 5904
2015
Q4 		$20K Hold
2,600
– – ﹤0.01% 6034
2015
Q3 		$26K Hold
2,600
– – ﹤0.01% 5961
2015
Q2 		$36K Hold
2,600
– – ﹤0.01% 5975
2015
Q1 		$55K Buy
2,600
+1,800
+225% +$42.4K ﹤0.01% 5755
2014
Q4 		$21K Sell
800
-200
-20% -$5.71K ﹤0.01% 6038
2014
Q3 		$35K Buy
1,000
+500
+100% +$14.9K ﹤0.01% 5834
2014
Q2 		$17K Sell
500
-39
-7% -$1.18K ﹤0.01% 6065
2014
Q1 		$14K Sell
539
-548
-50% -$12.7K ﹤0.01% 6052
2013
Q4 		$23K Buy
+1,087
New +$23.4K ﹤0.01% 5833

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Morgan Stanley's MTR Position: Q2 2026 in Review

Morgan Stanley reduced its Mesa Royalty Trust (MTR) stake by 24% in Q2 2026, selling an estimated $5.22K and leaving 3,941 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6983.

Morgan Stanley first reported a position in MTR in Q4 2013 and has held it in 51 quarters since. The position peaked at $344K in Q4 2017. 13 funds tracked by Wall St. Rank hold MTR as of Q2 2026.

  • Morgan Stanley held 3,941 shares of Mesa Royalty Trust worth $12.2K as of Q2 2026.
  • Morgan Stanley sold 1,261 Mesa Royalty Trust shares in Q2 2026, an estimated $5.22K.
  • Mesa Royalty Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6983 holding.
  • Morgan Stanley first reported a position in Mesa Royalty Trust in Q4 2013 and has held it in 51 quarters since.
  • Morgan Stanley's Mesa Royalty Trust position peaked at $344K in Q4 2017.
  • 13 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.