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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
Q3 		$552K Buy
2,934
+391
+15% +$83.1K 0.38% 45
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

New Covenant Trust Company's MS Position: Q3 2026 in Review

New Covenant Trust Company increased its Morgan Stanley (MS) stake by 15% in Q3 2026, buying an estimated $83.1K and bringing the position to 2,934 shares worth $552K. The position accounts for 0.38% of the portfolio, ranked #45.

New Covenant Trust Company first reported a position in MS in Q1 2024 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • New Covenant Trust Company held 2,934 shares of Morgan Stanley worth $552K as of Q3 2026.
  • New Covenant Trust Company bought 391 Morgan Stanley shares in Q3 2026, an estimated $83.1K.
  • Morgan Stanley made up 0.38% of New Covenant Trust Company's portfolio in Q3 2026, its #45 holding.
  • New Covenant Trust Company first reported a position in Morgan Stanley in Q1 2024 and has held it in 11 quarters since.
  • 76 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.