Sanibel Captiva Trust Company’s Morgan Stanley MS Stock Holding History

Sanibel Captiva 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	$5.79M	Buy	27,711 +11,773	+74%	+$2.33M	0.14%	120
2026 Q1	$2.62M	Buy	15,938 +651	+4%	+$113K	0.07%	170
2025 Q4	$2.71M	Buy	15,287 +1,263	+9%	+$211K	0.07%	162
2025 Q3	$2.23M	Sell	14,024 -235	-2%	-$34.7K	0.06%	169
2025 Q2	$2.01M	Buy	14,259 +915	+7%	+$112K	0.06%	172
2025 Q1	$1.56M	Buy	13,344 +1,277	+11%	+$165K	0.05%	185
2024 Q4	$1.52M	Buy	12,067 +3,160	+35%	+$389K	0.05%	187
2024 Q3	$928K	Buy	8,907 +3,315	+59%	+$334K	0.03%	225
2024 Q2	$543K	Buy	5,592 +614	+12%	+$58.4K	0.02%	254
2024 Q1	$469K	Buy	4,978 +33	+0.7%	+$2.91K	0.02%	262
2023 Q4	$461K	Buy	+4,945	New	+$396K	0.02%	246

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sanibel Captiva Trust Company's MS Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Morgan Stanley (MS) stake by 74% in Q2 2026, buying an estimated $2.33M and bringing the position to 27,711 shares worth $5.79M. The position accounts for 0.14% of the portfolio, ranked #120.

Sanibel Captiva Trust Company first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Sanibel Captiva Trust Company held 27,711 shares of Morgan Stanley worth $5.79M as of Q2 2026.
Sanibel Captiva Trust Company bought 11,773 Morgan Stanley shares in Q2 2026, an estimated $2.33M.
Morgan Stanley made up 0.14% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #120 holding.
Sanibel Captiva Trust Company first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.