Trust Company’s Morgan Stanley MS Stock Holding History

Trust Company’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	$159K	Sell	763 -200	-21%	-$39.6K	0.01%	184
2026 Q1	$158K	Hold	963	–	–	0.01%	193
2025 Q4	$171K	Buy	963 +208	+28%	+$34.7K	0.02%	183
2025 Q3	$120K	Hold	755	–	–	0.01%	166
2025 Q2	$106K	Hold	755	–	–	0.01%	174
2025 Q1	$88.1K	Hold	755	–	–	0.01%	189
2024 Q4	$94.9K	Buy	+755	New	+$93K	0.01%	178
2019 Q4	–	Sell	-162	Closed	-$7K	–	316
2019 Q3	$7K	Hold	162	–	–	0.01%	264
2019 Q2	$7K	Hold	162	–	–	0.01%	263
2019 Q1	$7K	Hold	162	–	–	﹤0.01%	292
2018 Q4	$6K	Hold	162	–	–	﹤0.01%	283
2018 Q3	$8K	Hold	162	–	–	﹤0.01%	283
2018 Q2	$8K	Hold	162	–	–	﹤0.01%	286
2018 Q1	$9K	Hold	162	–	–	﹤0.01%	283
2017 Q4	$9K	Buy	+162	New	+$8.19K	﹤0.01%	293
2015 Q3	–	Sell	-400	Closed	-$16K	–	385
2015 Q2	$16K	Hold	400	–	–	0.01%	263
2015 Q1	$14K	Buy	+400	New	+$14.4K	0.01%	229

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's MS Position: Q2 2026 in Review

Trust Company reduced its Morgan Stanley (MS) stake by 21% in Q2 2026, selling an estimated $39.6K and leaving 763 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #184.

Trust Company first reported a position in MS in Q1 2015 and has held it in 17 quarters since. The position peaked at $171K in Q4 2025. 875 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Trust Company held 763 shares of Morgan Stanley worth $159K as of Q2 2026.
Trust Company sold 200 Morgan Stanley shares in Q2 2026, an estimated $39.6K.
Morgan Stanley made up 0.01% of Trust Company's portfolio in Q2 2026, its #184 holding.
Trust Company first reported a position in Morgan Stanley in Q1 2015 and has held it in 17 quarters since.
Trust Company's Morgan Stanley position peaked at $171K in Q4 2025.
875 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.