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New Covenant Trust Company’s Morgan Stanley MS Stock Holding History

New Covenant Trust 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 		$532K Buy
2,543
+94
+4% +$18.6K 0.4% 44
2026
Q1 		$403K Buy
2,449
+293
+14% +$50.7K 0.36% 45
2025
Q4 		$392K Buy
2,156
+28
+1% +$4.67K 0.35% 41
2025
Q3 		$338K Sell
2,128
-834
-28% -$123K 0.31% 51
2025
Q2 		$417K Sell
2,962
-53
-2% -$6.51K 0.37% 41
2025
Q1 		$348K Sell
3,015
-98
-3% -$12.6K 0.37% 46
2024
Q4 		$391K Sell
3,113
-30
-1% -$3.69K 0.39% 41
2024
Q3 		$327K Buy
3,143
+246
+8% +$24.8K 0.32% 52
2024
Q2 		$296K Sell
2,897
-182
-6% -$17.3K 0.34% 50
2024
Q1 		$290K Buy
+3,079
New +$271K 0.29% 51

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New Covenant Trust Company's MS Position: Q2 2026 in Review

New Covenant Trust Company increased its Morgan Stanley (MS) stake by 3.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,543 shares worth $532K. The position accounts for 0.4% of the portfolio, ranked #44.

New Covenant Trust Company first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • New Covenant Trust Company held 2,543 shares of Morgan Stanley worth $532K as of Q2 2026.
  • New Covenant Trust Company bought 94 Morgan Stanley shares in Q2 2026, an estimated $18.6K.
  • Morgan Stanley made up 0.4% of New Covenant Trust Company's portfolio in Q2 2026, its #44 holding.
  • New Covenant Trust Company first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.