WTA
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Washington Trust Advisors’s Morgan Stanley MS Stock Holding History

Washington Trust Advisors’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 		$196K Buy
1,191
+146
+14% +$25.3K 0.02% 222
2025
Q4 		$186K Hold
1,045
– – 0.01% 229
2025
Q3 		$166K Buy
1,045
+71
+7% +$10.5K 0.01% 237
2025
Q2 		$137K Buy
974
+119
+14% +$14.6K 0.01% 230
2025
Q1 		$99.8K Sell
855
-43
-5% -$5.54K 0.01% 252
2024
Q4 		$113K Buy
898
+34
+4% +$4.19K 0.01% 249
2024
Q3 		$90.1K Sell
864
-157
-15% -$15.8K 0.01% 268
2024
Q2 		$99.2K Sell
1,021
-393
-28% -$37.4K 0.01% 252
2024
Q1 		$133K Buy
1,414
+37
+3% +$3.26K 0.01% 223
2023
Q4 		$128K Buy
1,377
+15
+1% +$1.2K 0.01% 221
2023
Q3 		$111K Sell
1,362
-4
-0.3% -$347 0.01% 228
2023
Q2 		$117K Sell
1,366
-4
-0.3% -$342 0.01% 221
2023
Q1 		$120K Sell
1,370
-29
-2% -$2.71K 0.01% 225
2022
Q4 		$119K Sell
1,399
-562
-29% -$47.9K 0.01% 225
2022
Q3 		$155K Sell
1,961
-124
-6% -$10.5K 0.01% 222
2022
Q2 		$158K Sell
2,085
-548
-21% -$44.9K 0.01% 226
2022
Q1 		$230K Sell
2,633
-712
-21% -$68.7K 0.02% 220
2021
Q4 		$328K Buy
+3,345
New +$333K 0.02% 199

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return