Truist Financial’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $95.4M | Buy |
579,692
+14,663
| +3% | +$2.54M | 0.13% | 154 |
|
|
2025
Q4 | $100M | Buy |
565,029
+3,488
| +0.6% | +$582K | 0.13% | 149 |
|
|
2025
Q3 | $89.3M | Sell |
561,541
-37,874
| -6% | -$5.59M | 0.12% | 164 |
|
|
2025
Q2 | $84.4M | Sell |
599,415
-3,482
| -0.6% | -$428K | 0.12% | 157 |
|
|
2025
Q1 | $70.3M | Sell |
602,897
-28,332
| -4% | -$3.65M | 0.11% | 172 |
|
|
2024
Q4 | $79.4M | Sell |
631,229
-26,048
| -4% | -$3.21M | 0.12% | 158 |
|
|
2024
Q3 | $68.5M | Sell |
657,277
-28,490
| -4% | -$2.87M | 0.11% | 185 |
|
|
2024
Q2 | $66.6M | Sell |
685,767
-34,017
| -5% | -$3.24M | 0.1% | 191 |
|
|
2024
Q1 | $67.8M | Sell |
719,784
-309,839
| -30% | -$27.3M | 0.1% | 188 |
|
|
2023
Q4 | $96M | Sell |
1,029,623
-66,066
| -6% | -$5.29M | 0.15% | 134 |
|
|
2023
Q3 | $89.5M | Buy |
1,095,689
+56,757
| +5% | +$4.93M | 0.15% | 144 |
|
|
2023
Q2 | $88.7M | Sell |
1,038,932
-11,266
| -1% | -$963K | 0.15% | 141 |
|
|
2023
Q1 | $92.2M | Sell |
1,050,198
-65,070
| -6% | -$6.07M | 0.16% | 130 |
|
|
2022
Q4 | $94.8M | Sell |
1,115,268
-24,860
| -2% | -$2.12M | 0.17% | 134 |
|
|
2022
Q3 | $90.1M | Buy |
1,140,128
+69,978
| +7% | +$5.9M | 0.17% | 127 |
|
|
2022
Q2 | $81.4M | Sell |
1,070,150
-57,934
| -5% | -$4.75M | 0.15% | 142 |
|
|
2022
Q1 | $98.6M | Buy |
1,128,084
+34,375
| +3% | +$3.32M | 0.16% | 138 |
|
|
2021
Q4 | $107M | Buy |
1,093,709
+69,391
| +7% | +$6.91M | 0.16% | 135 |
|
|
2021
Q3 | $99.7M | Buy |
1,024,318
+23,272
| +2% | +$2.31M | 0.16% | 144 |
|
|
2021
Q2 | $91.8M | Buy |
1,001,046
+16,074
| +2% | +$1.38M | 0.15% | 146 |
|
|
2021
Q1 | $76.5M | Sell |
984,972
-526
| -0.1% | -$40.3K | 0.13% | 167 |
|
|
2020
Q4 | $67.5M | Buy |
985,498
+205,879
| +26% | +$11.8M | 0.13% | 172 |
|
|
2020
Q3 | $37.7M | Sell |
779,619
-62,049
| -7% | -$3.13M | 0.08% | 231 |
|
|
2020
Q2 | $40.7M | Sell |
841,668
-664,804
| -44% | -$27.9M | 0.09% | 224 |
|
|
2020
Q1 | $51.2M | Sell |
1,506,472
-1,337,971
| -47% | -$63M | 0.13% | 165 |
|
|
2019
Q4 | $145M | Buy |
2,844,443
+2,504,086
| +736% | +$119M | 0.3% | 81 |
|
|
2019
Q3 | $14.5M | Buy |
340,357
+12,648
| +4% | +$541K | 0.25% | 104 |
|
|
2019
Q2 | $14.4M | Buy |
327,709
+12,424
| +4% | +$554K | 0.25% | 102 |
|
|
2019
Q1 | $13.3M | Buy |
315,285
+51,786
| +20% | +$2.18M | 0.24% | 108 |
|
|
2018
Q4 | $10.4M | Buy |
263,499
+103,187
| +64% | +$4.5M | 0.21% | 119 |
|
|
2018
Q3 | $7.47M | Buy |
160,312
+148
| +0.1% | +$7.23K | 0.13% | 170 |
|
|
2018
Q2 | $7.59M | Sell |
160,164
-4,097
| -2% | -$214K | 0.14% | 167 |
|
|
2018
Q1 | $8.86M | Sell |
164,261
-1,685
| -1% | -$93.3K | 0.17% | 152 |
|
|
2017
Q4 | $8.71M | Sell |
165,946
-5,176
| -3% | -$262K | 0.16% | 159 |
|
|
2017
Q3 | $8.24M | Buy |
171,122
+15,162
| +10% | +$703K | 0.16% | 164 |
|
|
2017
Q2 | $6.95M | Buy |
155,960
+17,661
| +13% | +$762K | 0.14% | 190 |
|
|
2017
Q1 | $5.92M | Buy |
138,299
+68,412
| +98% | +$3.04M | 0.12% | 210 |
|
|
2016
Q4 | $2.95M | Buy |
69,887
+17,595
| +34% | +$665K | 0.06% | 310 |
|
|
2016
Q3 | $1.68M | Sell |
52,292
-2,918
| -5% | -$87K | 0.03% | 389 |
|
|
2016
Q2 | $1.43M | Sell |
55,210
-600
| -1% | -$15.7K | 0.03% | 418 |
|
|
2016
Q1 | $1.4M | Sell |
55,810
-232,272
| -81% | -$5.93M | 0.04% | 371 |
|
|
2015
Q4 | $9.16M | Sell |
288,082
-8,511
| -3% | -$283K | 0.24% | 117 |
|
|
2015
Q3 | $9.34M | Buy |
296,593
+256,453
| +639% | +$9.33M | 0.24% | 118 |
|
|
2015
Q2 | $1.56M | Sell |
40,140
-4,774
| -11% | -$182K | 0.04% | 321 |
|
|
2015
Q1 | $1.6M | Sell |
44,914
-3,773
| -8% | -$135K | 0.05% | 316 |
|
|
2014
Q4 | $1.89M | Buy |
48,687
+3,050
| +7% | +$109K | 0.06% | 294 |
|
|
2014
Q3 | $1.58M | Buy |
45,637
+493
| +1% | +$16.4K | 0.05% | 304 |
|
|
2014
Q2 | $1.46M | Sell |
45,144
-404
| -0.9% | -$12.5K | 0.04% | 319 |
|
|
2014
Q1 | $1.42M | Buy |
45,548
+5,996
| +15% | +$185K | 0.04% | 317 |
|
|
2013
Q4 | $1.24M | Buy |
39,552
+2,095
| +6% | +$62.3K | 0.04% | 329 |
|
|
2013
Q3 | $1.01M | Buy |
37,457
+4,598
| +14% | +$123K | 0.04% | 338 |
|
|
2013
Q2 | $803K | Buy |
+32,859
| New | +$779K | 0.03% | 362 |
|
Other funds holding MS
VCM
VPM
Truist Financial's MS Position: Q1 2026 in Review
Truist Financial increased its Morgan Stanley (MS) stake by 2.6% in Q1 2026, buying an estimated $2.54M and bringing the position to 579,692 shares worth $95.4M. The position accounts for 0.13% of the portfolio, ranked #154.
Truist Financial first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $145M in Q4 2019. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Truist Financial held 579,692 shares of Morgan Stanley worth $95.4M as of Q1 2026.
- Truist Financial bought 14,663 Morgan Stanley shares in Q1 2026, an estimated $2.54M.
- Morgan Stanley made up 0.13% of Truist Financial's portfolio in Q1 2026, its #154 holding.
- Truist Financial first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- Truist Financial's Morgan Stanley position peaked at $145M in Q4 2019.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.