Riverview Trust Company’s Morgan Stanley MS Stock Holding History

Riverview 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
2025 Q2	–	Sell	-841	Closed	-$98.1K	–	447
2025 Q1	$98.1K	Sell	841 -21	-2%	-$2.71K	0.1%	158
2024 Q4	$108K	Hold	862	–	–	0.1%	149
2024 Q3	$89.9K	Buy	862 +21	+2%	+$2.12K	0.08%	175
2024 Q2	$81.7K	Sell	841 -581	-41%	-$55.3K	0.08%	171
2024 Q1	$134K	Buy	+1,422	New	+$125K	0.1%	135
2023 Q4	–	Sell	-1,422	Closed	-$116K	–	438
2023 Q3	$116K	Hold	1,422	–	–	0.1%	136
2023 Q2	$121K	Hold	1,422	–	–	0.11%	117
2023 Q1	$125K	Buy	1,422 +841	+145%	+$78.5K	0.11%	121
2022 Q4	$49K	Hold	581	–	–	0.05%	213
2022 Q3	$46K	Hold	581	–	–	0.04%	222
2022 Q2	$44K	Hold	581	–	–	0.04%	230
2022 Q1	$51K	Hold	581	–	–	0.04%	220
2021 Q4	$57K	Hold	581	–	–	0.03%	154
2021 Q3	$57K	Hold	581	–	–	0.06%	150
2021 Q2	$53K	Hold	581	–	–	0.06%	150
2021 Q1	$45K	Hold	581	–	–	0.05%	152
2020 Q4	$40K	Buy	+581	New	+$33.3K	0.04%	158
2020 Q1	–	Sell	-6,616	Closed	-$338K	–	277
2019 Q4	$338K	Sell	6,616 -2,198	-25%	-$104K	0.23%	77
2019 Q3	$376K	Sell	8,814 -25	-0.3%	-$1.07K	0.26%	70
2019 Q2	$387K	Hold	8,839	–	–	0.27%	70
2019 Q1	$373K	Hold	8,839	–	–	0.28%	69
2018 Q4	$350K	Buy	+8,839	New	+$386K	0.27%	66

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Riverview Trust Company's MS Position: Q2 2025 in Review

Riverview Trust Company sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 841 shares — an estimated $98.1K sold.

Riverview Trust Company first reported a position in MS in Q4 2018 and held it in 22 quarters. The position peaked at $387K in Q2 2019. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Riverview Trust Company reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 841 Morgan Stanley shares in Q2 2025, an estimated $98.1K.
Riverview Trust Company first reported a position in Morgan Stanley in Q4 2018 and held it in 22 quarters.
Riverview Trust Company's Morgan Stanley position peaked at $387K in Q2 2019.
2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.