WT
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Washington Trust’s Morgan Stanley MS Stock Holding History

Washington Trust’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 		$1.78M Sell
10,799
-191
-2% -$33.1K 0.06% 130
2025
Q4 		$1.95M Sell
10,990
-185
-2% -$30.9K 0.06% 127
2025
Q3 		$1.78M Buy
11,175
+260
+2% +$38.4K 0.06% 132
2025
Q2 		$1.54M Buy
10,915
+201
+2% +$24.7K 0.05% 131
2025
Q1 		$1.25M Sell
10,714
-271
-2% -$34.9K 0.05% 133
2024
Q4 		$1.38M Sell
10,985
-8
-0.1% -$985 0.05% 135
2024
Q3 		$1.15M Sell
10,993
-87
-0.8% -$8.76K 0.04% 142
2024
Q2 		$1.08M Sell
11,080
-432
-4% -$41.1K 0.04% 146
2024
Q1 		$1.08M Sell
11,512
-224
-2% -$19.7K 0.04% 147
2023
Q4 		$1.09M Buy
11,736
+761
+7% +$60.9K 0.04% 145
2023
Q3 		$896K Buy
10,975
+200
+2% +$17.4K 0.04% 141
2023
Q2 		$920K Hold
10,775
– – 0.04% 141
2023
Q1 		$946K Sell
10,775
-8
-0.1% -$747 0.04% 142
2022
Q4 		$917K Buy
10,783
+600
+6% +$51.1K 0.04% 142
2022
Q3 		$804K Buy
10,183
+700
+7% +$59K 0.04% 140
2022
Q2 		$721K Hold
9,483
– – 0.03% 146
2022
Q1 		$829K Sell
9,483
-335
-3% -$32.3K 0.03% 149
2021
Q4 		$963K Sell
9,818
-1,120
-10% -$112K 0.04% 144
2021
Q3 		$1.06M Sell
10,938
-100
-0.9% -$9.91K 0.03% 179
2021
Q2 		$1.01M Buy
11,038
+121
+1% +$10.4K 0.03% 179
2021
Q1 		$848K Buy
10,917
+2,120
+24% +$162K 0.03% 181
2020
Q4 		$603K Sell
8,797
-1,267
-13% -$72.7K 0.02% 192
2020
Q3 		$487K Buy
10,064
+1,200
+14% +$60.5K 0.02% 197
2020
Q2 		$419K Sell
8,864
-7,088
-44% -$298K 0.02% 190
2020
Q1 		$542K Buy
15,952
+500
+3% +$23.5K 0.03% 196
2019
Q4 		$790K Buy
15,452
+1,000
+7% +$47.3K 0.03% 168
2019
Q3 		$666K Sell
14,452
-500
-3% -$21.4K 0.04% 151
2019
Q2 		$655K Hold
14,952
– – 0.04% 160
2019
Q1 		$696K Buy
14,952
+25
+0.2% +$1.05K 0.04% 146
2018
Q4 		$592K Sell
14,927
-423
-3% -$18.5K 0.04% 152
2018
Q3 		$715K Buy
15,350
+1,085
+8% +$53K 0.04% 147
2018
Q2 		$676K Buy
14,265
+6,000
+73% +$314K 0.04% 153
2018
Q1 		$446K Sell
8,265
-85
-1% -$4.71K 0.03% 156
2017
Q4 		$438K Hold
8,350
– – 0.02% 159
2017
Q3 		$402K Hold
8,350
– – 0.02% 160
2017
Q2 		$372K Sell
8,350
-27
-0.3% -$1.16K 0.02% 162
2017
Q1 		$359K Hold
8,377
– – 0.02% 161
2016
Q4 		$354K Hold
8,377
– – 0.02% 165
2016
Q3 		$269K Sell
8,377
-545
-6% -$16.3K 0.02% 182
2016
Q2 		$232K Sell
8,922
-400
-4% -$10.5K 0.02% 190
2016
Q1 		$233K Sell
9,322
-201
-2% -$5.13K 0.02% 187
2015
Q4 		$303K Buy
9,523
+76
+0.8% +$2.52K 0.02% 174
2015
Q3 		$297K Sell
9,447
-181
-2% -$6.59K 0.02% 167
2015
Q2 		$374K Buy
9,628
+6
+0.1% +$228 0.02% 164
2015
Q1 		$344K Sell
9,622
-65
-0.7% -$2.33K 0.02% 168
2014
Q4 		$376K Buy
9,687
+45
+0.5% +$1.6K 0.03% 163
2014
Q3 		$333K Hold
9,642
– – 0.02% 164
2014
Q2 		$311K Buy
9,642
+271
+3% +$8.36K 0.02% 163
2014
Q1 		$292K Sell
9,371
-10,946
-54% -$338K 0.02% 164
2013
Q4 		$637K Sell
20,317
-296
-1% -$8.8K 0.05% 134
2013
Q3 		$555K Buy
20,613
+387
+2% +$10.4K 0.04% 137
2013
Q2 		$494K Buy
+20,226
New +$480K 0.04% 137

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Washington Trust's MS Position: Q1 2026 in Review

Washington Trust reduced its Morgan Stanley (MS) stake by 1.7% in Q1 2026, selling an estimated $33.1K and leaving 10,799 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #130.

Washington Trust first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.95M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Washington Trust held 10,799 shares of Morgan Stanley worth $1.78M as of Q1 2026.
  • Washington Trust sold 191 Morgan Stanley shares in Q1 2026, an estimated $33.1K.
  • Morgan Stanley made up 0.06% of Washington Trust's portfolio in Q1 2026, its #130 holding.
  • Washington Trust first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Washington Trust's Morgan Stanley position peaked at $1.95M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.