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Trillium Asset Management’s Morgan Stanley MS Stock Holding History

Trillium Asset Management’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 		$207K Sell
1,257
-57
-4% -$9.87K 0.01% 230
2025
Q4 		$233K Hold
1,314
– – 0.01% 224
2025
Q3 		$209K Buy
+1,314
New +$194K 0.01% 230

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

Trillium Asset Management's MS Position: Q1 2026 in Review

Trillium Asset Management reduced its Morgan Stanley (MS) stake by 4.3% in Q1 2026, selling an estimated $9.87K and leaving 1,257 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #230.

Trillium Asset Management first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $233K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Trillium Asset Management held 1,257 shares of Morgan Stanley worth $207K as of Q1 2026.
  • Trillium Asset Management sold 57 Morgan Stanley shares in Q1 2026, an estimated $9.87K.
  • Morgan Stanley made up 0.01% of Trillium Asset Management's portfolio in Q1 2026, its #230 holding.
  • Trillium Asset Management first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Trillium Asset Management's Morgan Stanley position peaked at $233K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Trillium Asset Management's 13F filing for Q1 2026, filed 11 May 2026.