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Old Point Trust & Financial Services N A’s Morgan Stanley MS Stock Holding History

Old Point Trust & Financial Services N A’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
Q1 		$291K Hold
1,767
– – 0.09% 111
2025
Q4 		$314K Buy
1,767
+448
+34% +$74.7K 0.1% 112
2025
Q3 		$210K Buy
1,319
+200
+18% +$29.5K 0.07% 128
2025
Q2 		$158K Buy
1,119
+1,000
+840% +$123K 0.06% 134
2025
Q1 		$13.9K Hold
119
– – ﹤0.01% 266
2024
Q4 		$15K Hold
119
– – 0.01% 251
2024
Q3 		$12.4K Sell
119
-55
-32% -$5.54K ﹤0.01% 241
2024
Q2 		$16.9K Hold
174
– – 0.01% 221
2024
Q1 		$16.4K Buy
174
+55
+46% +$4.84K 0.01% 239
2023
Q4 		$11.1K Buy
+119
New +$9.52K ﹤0.01% 209
2023
Q3 		– Sell
-119
Closed -$10.2K – 200
2023
Q2 		$10.2K Buy
+119
New +$10.2K ﹤0.01% 202

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Old Point Trust & Financial Services N A's MS Position: Q1 2026 in Review

Old Point Trust & Financial Services N A held its Morgan Stanley (MS) position steady in Q1 2026 at 1,767 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #111.

Old Point Trust & Financial Services N A first reported a position in MS in Q2 2023 and has held it in 11 quarters since. The position peaked at $314K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Old Point Trust & Financial Services N A held 1,767 shares of Morgan Stanley worth $291K as of Q1 2026.
  • Old Point Trust & Financial Services N A left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.09% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #111 holding.
  • Old Point Trust & Financial Services N A first reported a position in Morgan Stanley in Q2 2023 and has held it in 11 quarters since.
  • Old Point Trust & Financial Services N A's Morgan Stanley position peaked at $314K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.