Spinnaker Trust’s Morgan Stanley MS Stock Holding History

Spinnaker Trust’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	–	Sell	-1,157	Closed	-$205K	–	288
2025 Q4	$205K	Buy	+1,157	New	+$193K	0.01%	292

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Spinnaker Trust's MS Position: Q1 2026 in Review

Spinnaker Trust sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,157 shares — an estimated $205K sold.

Spinnaker Trust first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Spinnaker Trust reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Spinnaker Trust sold 1,157 Morgan Stanley shares in Q1 2026, an estimated $205K.
Spinnaker Trust first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
Spinnaker Trust's Morgan Stanley position peaked at $205K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.