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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
Q2 		$250K Buy
1,198
+7
+0.6% +$1.39K 0.02% 218
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Washington Trust Advisors's MS Position: Q2 2026 in Review

Washington Trust Advisors increased its Morgan Stanley (MS) stake by 0.59% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,198 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #218.

Washington Trust Advisors first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $328K in Q4 2021. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Washington Trust Advisors held 1,198 shares of Morgan Stanley worth $250K as of Q2 2026.
  • Washington Trust Advisors bought 7 Morgan Stanley shares in Q2 2026, an estimated $1.39K.
  • Morgan Stanley made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #218 holding.
  • Washington Trust Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Morgan Stanley position peaked at $328K in Q4 2021.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.