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Union Savings Bank’s Morgan Stanley MS Stock Holding History

Union Savings Bank’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 		$104K Hold
499
– – 0.04% 174
2026
Q1 		$82.1K Hold
499
– – 0.04% 188
2025
Q4 		$88.6K Buy
+499
New +$83.2K 0.04% 187
2025
Q2 		$92.5K Hold
649
– – 0.04% 184
2025
Q1 		$75.7K Hold
649
– – 0.04% 200
2024
Q4 		$81.6K Hold
649
– – 0.04% 195
2024
Q3 		$67.7K Buy
649
+150
+30% +$15.1K 0.03% 202
2024
Q2 		$48.5K Buy
499
+199
+66% +$18.9K 0.03% 218
2024
Q1 		$28.2K Sell
300
-90
-23% -$7.93K 0.01% 239
2023
Q4 		$36.4K Buy
390
+150
+63% +$12K 0.02% 230
2023
Q3 		$19.6K Buy
240
+150
+167% +$13K 0.01% 258
2023
Q2 		$8.24K Buy
+90
New +$7.7K ﹤0.01% 271

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Union Savings Bank's MS Position: Q2 2026 in Review

Union Savings Bank held its Morgan Stanley (MS) position steady in Q2 2026 at 499 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #174.

Union Savings Bank first reported a position in MS in Q2 2023 and has held it in 12 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Union Savings Bank held 499 shares of Morgan Stanley worth $104K as of Q2 2026.
  • Union Savings Bank left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.04% of Union Savings Bank's portfolio in Q2 2026, its #174 holding.
  • Union Savings Bank first reported a position in Morgan Stanley in Q2 2023 and has held it in 12 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.