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

Trust Company of Toledo’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 		$5.3M Buy
25,367
+401
+2% +$79.4K 0.44% 53
2026
Q1 		$4.11M Buy
24,966
+72
+0.3% +$12.5K 0.39% 62
2025
Q4 		$4.42M Sell
24,894
-400
-2% -$66.7K 0.44% 56
2025
Q3 		$4.02M Buy
25,294
+236
+0.9% +$34.8K 0.4% 59
2025
Q2 		$3.53M Buy
25,058
+403
+2% +$49.5K 0.39% 65
2025
Q1 		$2.88M Buy
24,655
+196
+0.8% +$25.3K 0.38% 63
2024
Q4 		$3.07M Buy
24,459
+990
+4% +$122K 0.4% 61
2024
Q3 		$2.45M Buy
23,469
+2,935
+14% +$296K 0.33% 73
2024
Q2 		$2M Buy
20,534
+4,203
+26% +$400K 0.29% 79
2024
Q1 		$1.54M Buy
16,331
+4,750
+41% +$418K 0.24% 94
2023
Q4 		$1.08M Buy
11,581
+1,000
+9% +$80K 0.19% 118
2023
Q3 		$864K Buy
10,581
+5,055
+91% +$439K 0.17% 122
2023
Q2 		$472K Sell
5,526
-44
-0.8% -$3.76K 0.08% 149
2023
Q1 		$489K Hold
5,570
– – 0.09% 145
2022
Q4 		$474 Hold
5,570
– – 0.09% 139
2022
Q3 		$440K Sell
5,570
-6,000
-52% -$506K 0.09% 137
2022
Q2 		$880K Sell
11,570
-192
-2% -$15.7K 0.15% 110
2022
Q1 		$1.03M Hold
11,762
– – 0.16% 112
2021
Q4 		$1.15M Sell
11,762
-67
-0.6% -$6.67K 0.17% 106
2021
Q3 		$1.15M Sell
11,829
-10
-0.1% -$991 0.19% 104
2021
Q2 		$1.08M Sell
11,839
-1
-0% -$86 0.18% 105
2021
Q1 		$920K Buy
11,840
+17
+0.1% +$1.3K 0.17% 106
2020
Q4 		$810K Buy
11,823
+77
+0.7% +$4.42K 0.16% 112
2020
Q3 		$568K Sell
11,746
-3,975
-25% -$200K 0.13% 116
2020
Q2 		$760K Buy
15,721
+4,000
+34% +$168K 0.18% 104
2020
Q1 		$399K Hold
11,721
– – 0.11% 123
2019
Q4 		$599K Hold
11,721
– – 0.14% 113
2019
Q3 		$501K Hold
11,721
– – 0.12% 122
2019
Q2 		$514K Sell
11,721
-2,445
-17% -$109K 0.13% 122
2019
Q1 		$598K Sell
14,166
-1,500
-10% -$63.1K 0.15% 111
2018
Q4 		$622K Hold
15,666
– – 0.17% 108
2018
Q3 		$730K Hold
15,666
– – 0.19% 107
2018
Q2 		$743K Hold
15,666
– – 0.2% 105
2018
Q1 		$845K Buy
15,666
+176
+1% +$9.74K 0.22% 100
2017
Q4 		$813K Hold
15,490
– – 0.2% 106
2017
Q3 		$746K Hold
15,490
– – 0.19% 109
2017
Q2 		$691K Buy
15,490
+6,000
+63% +$259K 0.18% 111
2017
Q1 		$406K Hold
9,490
– – 0.11% 136
2016
Q4 		$401K Sell
9,490
-100
-1% -$3.78K 0.11% 134
2016
Q3 		$307K Hold
9,590
– – 0.09% 147
2016
Q2 		$249K Hold
9,590
– – 0.07% 158
2016
Q1 		$240K Hold
9,590
– – 0.07% 155
2015
Q4 		$305K Hold
9,590
– – 0.09% 143
2015
Q3 		$302K Hold
9,590
– – 0.1% 150
2015
Q2 		$372K Buy
+9,590
New +$365K 0.11% 144

Other funds holding MS

Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Trust Company of Toledo increased its Morgan Stanley (MS) stake by 1.6% in Q2 2026, buying an estimated $79.4K and bringing the position to 25,367 shares worth $5.3M. The position accounts for 0.44% of the portfolio, ranked #53.

Trust Company of Toledo first reported a position in MS in Q2 2015 and has held it in 45 quarters since. 957 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Trust Company of Toledo held 25,367 shares of Morgan Stanley worth $5.3M as of Q2 2026.
  • Trust Company of Toledo bought 401 Morgan Stanley shares in Q2 2026, an estimated $79.4K.
  • Morgan Stanley made up 0.44% of Trust Company of Toledo's portfolio in Q2 2026, its #53 holding.
  • Trust Company of Toledo first reported a position in Morgan Stanley in Q2 2015 and has held it in 45 quarters since.
  • 957 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.