Trust Company of Oklahoma’s Morgan Stanley MS Stock Holding History

Trust Company of Oklahoma’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	$309K	Buy	1,480 +54	+4%	+$10.7K	0.08%	118
2026 Q1	$235K	Hold	1,426	–	–	0.07%	128
2025 Q4	$253K	Hold	1,426	–	–	0.07%	119
2025 Q3	$227K	Hold	1,426	–	–	0.07%	126
2025 Q2	$201K	Buy	+1,426	New	+$175K	0.06%	135
2021 Q3	–	Sell	-16,726	Closed	-$1.53M	–	136
2021 Q2	$1.53M	Buy	+16,726	New	+$1.43M	0.52%	46

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

Trust Company of Oklahoma's MS Position: Q2 2026 in Review

Trust Company of Oklahoma increased its Morgan Stanley (MS) stake by 3.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,480 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #118.

Trust Company of Oklahoma first reported a position in MS in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.53M in Q2 2021. 867 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Trust Company of Oklahoma held 1,480 shares of Morgan Stanley worth $309K as of Q2 2026.
Trust Company of Oklahoma bought 54 Morgan Stanley shares in Q2 2026, an estimated $10.7K.
Morgan Stanley made up 0.08% of Trust Company of Oklahoma's portfolio in Q2 2026, its #118 holding.
Trust Company of Oklahoma first reported a position in Morgan Stanley in Q2 2021 and has held it in 6 quarters since.
Trust Company of Oklahoma's Morgan Stanley position peaked at $1.53M in Q2 2021.
867 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Trust Company of Oklahoma's 13F filing for Q2 2026, filed 14 Jul 2026.