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National Philanthropic Trust’s Morgan Stanley MS Stock Holding History

National Philanthropic 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
Q2 		$246K Buy
+1,175
New +$233K ﹤0.01% 364
2025
Q4 		– Sell
-1,339
Closed -$213K – 402
2025
Q3 		$213K Buy
+1,339
New +$198K ﹤0.01% 304
2024
Q1 		– Sell
-2,980
Closed -$278K – 300
2023
Q4 		$278K Buy
+2,980
New +$238K 0.01% 251

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

National Philanthropic Trust's MS Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in Morgan Stanley (MS) in Q2 2026: 1,175 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: National Philanthropic Trust previously reported a position in MS as recently as Q3 2025.

National Philanthropic Trust first reported a position in MS in Q4 2023 and has held it in 3 quarters since. The position peaked at $278K in Q4 2023. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • National Philanthropic Trust held 1,175 shares of Morgan Stanley worth $246K as of Q2 2026.
  • Morgan Stanley was a new National Philanthropic Trust position in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #364 holding.
  • National Philanthropic Trust first reported a position in Morgan Stanley in Q4 2023 and has held it in 3 quarters since.
  • National Philanthropic Trust's Morgan Stanley position peaked at $278K in Q4 2023.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.