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 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 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

United Community Bank's MS Position: Q1 2026 in Review

United Community Bank increased its Morgan Stanley (MS) stake by 4.8% in Q1 2026, buying an estimated $42.4K and bringing the position to 5,376 shares worth $885K. The position accounts for 0.3% of the portfolio, ranked #78.

United Community Bank first reported a position in MS in Q3 2023 and has held it in 11 quarters since. The position peaked at $911K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

United Community Bank held 5,376 shares of Morgan Stanley worth $885K as of Q1 2026.
United Community Bank bought 245 Morgan Stanley shares in Q1 2026, an estimated $42.4K.
Morgan Stanley made up 0.3% of United Community Bank's portfolio in Q1 2026, its #78 holding.
United Community Bank first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
United Community Bank's Morgan Stanley position peaked at $911K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.