Morgan Stanley
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Morgan Stanley’s Union Bankshares UNB Stock Holding History

Morgan Stanley’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$482K Sell
19,802
-989
-5% -$23.8K ﹤0.01% 5505
2025
Q4 		$493K Buy
20,791
+6,373
+44% +$150K ﹤0.01% 5525
2025
Q3 		$357K Sell
14,418
-3,723
-21% -$99.5K ﹤0.01% 5649
2025
Q2 		$483K Buy
18,141
+3,924
+28% +$119K ﹤0.01% 5474
2025
Q1 		$447K Buy
14,217
+618
+5% +$18.9K ﹤0.01% 5377
2024
Q4 		$393K Buy
13,599
+3,631
+36% +$110K ﹤0.01% 5518
2024
Q3 		$258K Buy
9,968
+13
+0.1% +$321 ﹤0.01% 5657
2024
Q2 		$214K Sell
9,955
-740
-7% -$18.7K ﹤0.01% 5645
2024
Q1 		$326K Sell
10,695
-6,647
-38% -$203K ﹤0.01% 5519
2023
Q4 		$532K Buy
17,342
+6,893
+66% +$189K ﹤0.01% 5596
2023
Q3 		$224K Sell
10,449
-580
-5% -$12.9K ﹤0.01% 5525
2023
Q2 		$256K Buy
11,029
+454
+4% +$9.94K ﹤0.01% 5533
2023
Q1 		$234K Sell
10,575
-834
-7% -$20.7K ﹤0.01% 5638
2022
Q4 		$274K Sell
11,409
-175
-2% -$4.21K ﹤0.01% 5539
2022
Q3 		$262K Buy
11,584
+50
+0.4% +$1.29K ﹤0.01% 5595
2022
Q2 		$302K Sell
11,534
-5,584
-33% -$162K ﹤0.01% 5684
2022
Q1 		$532K Sell
17,118
-2,323
-12% -$72.2K ﹤0.01% 5369
2021
Q4 		$580K Buy
19,441
+16,093
+481% +$506K ﹤0.01% 5456
2021
Q3 		$107K Sell
3,348
-8,846
-73% -$296K ﹤0.01% 6334
2021
Q2 		$441K Buy
12,194
+124
+1% +$4.15K ﹤0.01% 5606
2021
Q1 		$362K Buy
12,070
+7
+0.1% +$194 ﹤0.01% 5330
2020
Q4 		$310K Sell
12,063
-1,046
-8% -$25.8K ﹤0.01% 5353
2020
Q3 		$266K Sell
13,109
-988
-7% -$18.8K ﹤0.01% 4960
2020
Q2 		$264K Buy
14,097
+5,537
+65% +$116K ﹤0.01% 4944
2020
Q1 		$193K Buy
8,560
+1,376
+19% +$42K ﹤0.01% 4877
2019
Q4 		$260K Buy
7,184
+1,388
+24% +$47.3K ﹤0.01% 5300
2019
Q3 		$183K Buy
5,796
+4,648
+405% +$147K ﹤0.01% 5174
2019
Q2 		$43K Sell
1,148
-894
-44% -$33.6K ﹤0.01% 5671
2019
Q1 		$93K Sell
2,042
-7,255
-78% -$339K ﹤0.01% 5419
2018
Q4 		$444K Buy
9,297
+1,125
+14% +$52.9K ﹤0.01% 4858
2018
Q3 		$434K Sell
8,172
-1,807
-18% -$95K ﹤0.01% 5076
2018
Q2 		$518K Buy
9,979
+89
+0.9% +$4.58K ﹤0.01% 5075
2018
Q1 		$502K Buy
9,890
+734
+8% +$38.3K ﹤0.01% 4999
2017
Q4 		$485K Buy
9,156
+2,971
+48% +$149K ﹤0.01% 4995
2017
Q3 		$299K Buy
6,185
+1,247
+25% +$55.4K ﹤0.01% 5162
2017
Q2 		$235K Sell
4,938
-2,171
-31% -$93K ﹤0.01% 5249
2017
Q1 		$305K Sell
7,109
-6,646
-48% -$279K ﹤0.01% 5105
2016
Q4 		$625K Buy
13,755
+10,296
+298% +$401K ﹤0.01% 4785
2016
Q3 		$118K Buy
3,459
+407
+13% +$14.1K ﹤0.01% 5243
2016
Q2 		$111K Sell
3,052
-486
-14% -$15.1K ﹤0.01% 5198
2016
Q1 		$101K Buy
3,538
+448
+14% +$12.6K ﹤0.01% 5309
2015
Q4 		$86K Buy
3,090
+8
+0.3% +$218 ﹤0.01% 5483
2015
Q3 		$82K Sell
3,082
-209
-6% -$5.49K ﹤0.01% 5506
2015
Q2 		$86K Sell
3,291
-1,126
-25% -$29.6K ﹤0.01% 5661
2015
Q1 		$112K Sell
4,417
-337
-7% -$8.4K ﹤0.01% 5483
2014
Q4 		$113K Sell
4,754
-278
-6% -$6.69K ﹤0.01% 5498
2014
Q3 		$120K Buy
5,032
+1,292
+35% +$32.1K ﹤0.01% 5392
2014
Q2 		$93K Buy
3,740
+150
+4% +$3.58K ﹤0.01% 5535
2014
Q1 		$82K Buy
3,590
+505
+16% +$11.8K ﹤0.01% 5529
2013
Q4 		$68K Buy
+3,085
New +$66.8K ﹤0.01% 5493

Other funds holding UNB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley's UNB Position: Q1 2026 in Review

Morgan Stanley reduced its Union Bankshares (UNB) stake by 4.8% in Q1 2026, selling an estimated $23.8K and leaving 19,802 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #5505.

Morgan Stanley first reported a position in UNB in Q4 2013 and has held it in 50 quarters since. The position peaked at $625K in Q4 2016. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.

  • Morgan Stanley held 19,802 shares of Union Bankshares worth $482K as of Q1 2026.
  • Morgan Stanley sold 989 Union Bankshares shares in Q1 2026, an estimated $23.8K.
  • Union Bankshares made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5505 holding.
  • Morgan Stanley first reported a position in Union Bankshares in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's Union Bankshares position peaked at $625K in Q4 2016.
  • 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.