Trustmark National Bank Trust Department’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.34M | Sell |
11,184
-208
| -2% | -$41.2K | 0.14% | 106 |
|
|
2026
Q1 | $1.87M | Sell |
11,392
-1,087
| -9% | -$188K | 0.12% | 122 |
|
|
2025
Q4 | $2.22M | Sell |
12,479
-54
| -0.4% | -$9.01K | 0.14% | 106 |
|
|
2025
Q3 | $1.99M | Buy |
12,533
+293
| +2% | +$43.3K | 0.13% | 110 |
|
|
2025
Q2 | $1.72M | Buy |
12,240
+136
| +1% | +$16.7K | 0.12% | 118 |
|
|
2025
Q1 | $1.41M | Buy |
12,104
+2,023
| +20% | +$261K | 0.1% | 129 |
|
|
2024
Q4 | $1.27M | Buy |
+10,081
| New | +$1.24M | 0.09% | 137 |
|
|
2023
Q2 | – | Sell |
-3,434
| Closed | -$302K | – | 267 |
|
|
2023
Q1 | $302K | Hold |
3,434
| – | – | 0.03% | 226 |
|
|
2022
Q4 | $292K | Hold |
3,434
| – | – | 0.03% | 227 |
|
|
2022
Q3 | $271K | Sell |
3,434
-356
| -9% | -$30K | 0.03% | 226 |
|
|
2022
Q2 | $288K | Hold |
3,790
| – | – | 0.03% | 225 |
|
|
2022
Q1 | $331K | Sell |
3,790
-95
| -2% | -$9.16K | 0.03% | 225 |
|
|
2021
Q4 | $381K | Buy |
3,885
+95
| +3% | +$9.46K | 0.03% | 212 |
|
|
2021
Q3 | $369K | Sell |
3,790
-1,161
| -23% | -$115K | 0.03% | 204 |
|
|
2021
Q2 | $454K | Buy |
4,951
+1,161
| +31% | +$99.6K | 0.04% | 191 |
|
|
2021
Q1 | $294K | Hold |
3,790
| – | – | 0.02% | 217 |
|
|
2020
Q4 | $260K | Buy |
+3,790
| New | +$217K | 0.02% | 219 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$2K | – | 420 |
|
|
2019
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 504 |
|
|
2019
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 516 |
|
|
2018
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 541 |
|
|
2018
Q3 | $2K | Buy |
+36
| New | +$1.76K | ﹤0.01% | 523 |
|
|
2015
Q4 | – | Sell |
-65,078
| Closed | -$2.05M | – | 336 |
|
|
2015
Q3 | $2.05M | Sell |
65,078
-5,781
| -8% | -$210K | 0.29% | 75 |
|
|
2015
Q2 | $2.75M | Sell |
70,859
-12,779
| -15% | -$486K | 0.37% | 62 |
|
|
2015
Q1 | $2.98M | Sell |
83,638
-19,840
| -19% | -$712K | 0.4% | 56 |
|
|
2014
Q4 | $4.01M | Buy |
103,478
+70,281
| +212% | +$2.5M | 0.55% | 46 |
|
|
2014
Q3 | $1.15M | Sell |
33,197
-11,302
| -25% | -$377K | 0.16% | 134 |
|
|
2014
Q2 | $1.44M | Sell |
44,499
-6,285
| -12% | -$194K | 0.16% | 114 |
|
|
2014
Q1 | $1.58M | Sell |
50,784
-12,997
| -20% | -$402K | 0.18% | 104 |
|
|
2013
Q4 | $2M | Buy |
63,781
+50,682
| +387% | +$1.51M | 0.24% | 82 |
|
|
2013
Q3 | $353K | Buy |
13,099
+1,191
| +10% | +$32K | 0.04% | 254 |
|
|
2013
Q2 | $291K | Buy |
+11,908
| New | +$282K | 0.04% | 263 |
|
Other funds holding MS
Trustmark National Bank Trust Department's MS Position: Q2 2026 in Review
Trustmark National Bank Trust Department reduced its Morgan Stanley (MS) stake by 1.8% in Q2 2026, selling an estimated $41.2K and leaving 11,184 shares worth $2.34M. The position accounts for 0.14% of the portfolio, ranked #106.
Trustmark National Bank Trust Department first reported a position in MS in Q2 2013 and has held it in 31 quarters since. The position peaked at $4.01M in Q4 2014. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Trustmark National Bank Trust Department held 11,184 shares of Morgan Stanley worth $2.34M as of Q2 2026.
- Trustmark National Bank Trust Department sold 208 Morgan Stanley shares in Q2 2026, an estimated $41.2K.
- Morgan Stanley made up 0.14% of Trustmark National Bank Trust Department's portfolio in Q2 2026, its #106 holding.
- Trustmark National Bank Trust Department first reported a position in Morgan Stanley in Q2 2013 and has held it in 31 quarters since.
- Trustmark National Bank Trust Department's Morgan Stanley position peaked at $4.01M in Q4 2014.
- 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Trustmark National Bank Trust Department's 13F filing for Q2 2026, filed 12 Aug 2026.