TPI
MS icon

Trust Point Inc’s Morgan Stanley MS Stock Holding History

Trust Point Inc’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 		$1.43M Buy
6,819
+144
+2% +$28.5K 0.12% 99
2026
Q1 		$1.1M Sell
6,675
-1,025
-13% -$177K 0.1% 116
2025
Q4 		$1.37M Sell
7,700
-392
-5% -$65.4K 0.11% 94
2025
Q3 		$1.29M Sell
8,092
-2,071
-20% -$306K 0.1% 102
2025
Q2 		$1.43M Buy
10,163
+351
+4% +$43.1K 0.14% 79
2025
Q1 		$1.14M Sell
9,812
-1,442
-13% -$186K 0.1% 107
2024
Q4 		$1.41M Buy
11,254
+142
+1% +$17.5K 0.1% 109
2024
Q3 		$1.16M Buy
11,112
+740
+7% +$74.5K 0.09% 139
2024
Q2 		$1.01M Sell
10,372
-299
-3% -$28.5K 0.08% 150
2024
Q1 		$1M Buy
10,671
+1,237
+13% +$109K 0.08% 161
2023
Q4 		$880K Buy
+9,434
New +$755K 0.07% 156

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Trust Point Inc's MS Position: Q2 2026 in Review

Trust Point Inc increased its Morgan Stanley (MS) stake by 2.2% in Q2 2026, buying an estimated $28.5K and bringing the position to 6,819 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #99.

Trust Point Inc first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q2 2025. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Trust Point Inc held 6,819 shares of Morgan Stanley worth $1.43M as of Q2 2026.
  • Trust Point Inc bought 144 Morgan Stanley shares in Q2 2026, an estimated $28.5K.
  • Morgan Stanley made up 0.12% of Trust Point Inc's portfolio in Q2 2026, its #99 holding.
  • Trust Point Inc first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Morgan Stanley position peaked at $1.43M in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.