UCB
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United Community Bank’s Morgan Stanley MS Stock Holding History

United Community 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 		$1.15M Buy
5,496
+120
+2% +$23.8K 0.36% 70
2026
Q1 		$885K Buy
5,376
+245
+5% +$42.4K 0.3% 78
2025
Q4 		$911K Buy
5,131
+5
+0.1% +$834 0.34% 65
2025
Q3 		$815K Buy
5,126
+3,114
+155% +$460K 0.25% 94
2025
Q2 		$283K Buy
2,012
+98
+5% +$12K 0.1% 156
2025
Q1 		$223K Buy
1,914
+85
+5% +$11K 0.08% 172
2024
Q4 		$230K Sell
1,829
-494
-21% -$60.8K 0.09% 156
2024
Q3 		$242K Sell
2,323
-10
-0.4% -$1.01K 0.09% 161
2024
Q2 		$227K Buy
2,333
+332
+17% +$31.6K 0.09% 174
2024
Q1 		$188K Buy
2,001
+16
+0.8% +$1.41K 0.07% 185
2023
Q4 		$185K Buy
1,985
+127
+7% +$10.2K 0.08% 192
2023
Q3 		$152K Buy
+1,858
New +$161K 0.07% 177

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

United Community Bank's MS Position: Q2 2026 in Review

United Community Bank increased its Morgan Stanley (MS) stake by 2.2% in Q2 2026, buying an estimated $23.8K and bringing the position to 5,496 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #70.

United Community Bank first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • United Community Bank held 5,496 shares of Morgan Stanley worth $1.15M as of Q2 2026.
  • United Community Bank bought 120 Morgan Stanley shares in Q2 2026, an estimated $23.8K.
  • Morgan Stanley made up 0.36% of United Community Bank's portfolio in Q2 2026, its #70 holding.
  • United Community Bank first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.