Trustmark National Bank Trust Department’s Morgan Stanley MS Stock Holding History

Trustmark National Bank Trust Department’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 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

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trustmark National Bank Trust Department's MS Position: Q1 2026 in Review

Trustmark National Bank Trust Department reduced its Morgan Stanley (MS) stake by 8.7% in Q1 2026, selling an estimated $188K and leaving 11,392 shares worth $1.87M. The position accounts for 0.12% of the portfolio, ranked #122.

Trustmark National Bank Trust Department first reported a position in MS in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.01M in Q4 2014. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Trustmark National Bank Trust Department held 11,392 shares of Morgan Stanley worth $1.87M as of Q1 2026.
Trustmark National Bank Trust Department sold 1,087 Morgan Stanley shares in Q1 2026, an estimated $188K.
Morgan Stanley made up 0.12% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #122 holding.
Trustmark National Bank Trust Department first reported a position in Morgan Stanley in Q2 2013 and has held it in 30 quarters since.
Trustmark National Bank Trust Department's Morgan Stanley position peaked at $4.01M in Q4 2014.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.