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Trust Investment Advisors’s Morgan Stanley MS Stock Holding History

Trust Investment Advisors’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 		$2.98M Sell
14,275
-300
-2% -$59.4K 1.43% 17
2026
Q1 		$2.4M Sell
14,575
-475
-3% -$82.2K 1.4% 15
2025
Q4 		$2.67M Buy
15,050
+95
+0.6% +$15.8K 1.42% 16
2025
Q3 		$2.38M Buy
14,955
+130
+0.9% +$19.2K 1.34% 17
2025
Q2 		$2.09M Sell
14,825
-1,002
-6% -$123K 1.27% 18
2025
Q1 		$1.85M Buy
15,827
+450
+3% +$58K 1.19% 24
2024
Q4 		$1.93M Sell
15,377
-1,139
-7% -$140K 1.23% 20
2024
Q3 		$1.72M Sell
16,516
-22
-0.1% -$2.22K 1.1% 26
2024
Q2 		$1.61M Sell
16,538
-21
-0.1% -$2K 1.02% 28
2024
Q1 		$1.56M Sell
16,559
-549
-3% -$48.3K 1.13% 26
2023
Q4 		$1.6M Sell
17,108
-177
-1% -$14.2K 1.24% 23
2023
Q3 		$1.41M Sell
17,285
-161
-0.9% -$14K 1.21% 26
2023
Q2 		$1.49M Buy
17,446
+307
+2% +$26.3K 1.2% 26
2023
Q1 		$1.5M Sell
17,139
-126
-0.7% -$11.8K 1.35% 20
2022
Q4 		$1.47M Sell
17,265
-165
-0.9% -$14.1K 1.38% 21
2022
Q3 		$1.38M Sell
17,430
-13
-0.1% -$1.1K 1.44% 11
2022
Q2 		$1.33M Sell
17,443
-106
-0.6% -$8.68K 1.27% 24
2022
Q1 		$1.53M Buy
17,549
+111
+0.6% +$10.7K 1.25% 25
2021
Q4 		$1.71M Buy
17,438
+16
+0.1% +$1.59K 1.35% 19
2021
Q3 		$1.7M Sell
17,422
-150
-0.9% -$14.9K 1.52% 13
2021
Q2 		$1.61M Sell
17,572
-726
-4% -$62.3K 1.43% 17
2021
Q1 		$1.42M Sell
18,298
-142
-0.8% -$10.9K 1.39% 23
2020
Q4 		$1.26M Buy
+18,440
New +$1.06M 1.28% 25

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 Investment Advisors's MS Position: Q2 2026 in Review

Trust Investment Advisors reduced its Morgan Stanley (MS) stake by 2.1% in Q2 2026, selling an estimated $59.4K and leaving 14,275 shares worth $2.98M. The position accounts for 1.43% of the portfolio, ranked #17.

Trust Investment Advisors first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Trust Investment Advisors held 14,275 shares of Morgan Stanley worth $2.98M as of Q2 2026.
  • Trust Investment Advisors sold 300 Morgan Stanley shares in Q2 2026, an estimated $59.4K.
  • Morgan Stanley made up 1.43% of Trust Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Trust Investment Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.