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WhitTier Trust Company’s Morgan Stanley MS Stock Holding History

WhitTier Trust Company’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 		$888K Sell
3,999
-295
-7% -$58.4K 0.02% 324
2026
Q1 		$715K Sell
4,294
-717
-14% -$124K 0.01% 336
2025
Q4 		$941K Sell
5,011
-653
-12% -$109K 0.02% 294
2025
Q3 		$893K Buy
5,664
+1,273
+29% +$188K 0.02% 296
2025
Q2 		$619K Buy
4,391
+112
+3% +$13.8K 0.01% 373
2025
Q1 		$499K Buy
4,279
+1,410
+49% +$182K 0.01% 387
2024
Q4 		$361K Buy
2,869
+1,231
+75% +$152K 0.01% 410
2024
Q3 		$171K Sell
1,638
-156
-9% -$15.7K ﹤0.01% 503
2024
Q2 		$174K Sell
1,794
-1,499
-46% -$143K ﹤0.01% 479
2024
Q1 		$310K Buy
3,293
+1,391
+73% +$122K 0.01% 401
2023
Q4 		$177K Buy
1,902
+622
+49% +$49.8K 0.01% 479
2023
Q3 		$105K Sell
1,280
-280
-18% -$24.3K ﹤0.01% 544
2023
Q2 		$133K Buy
1,560
+303
+24% +$25.9K ﹤0.01% 521
2023
Q1 		$110K Sell
1,257
-48
-4% -$4.48K ﹤0.01% 548
2022
Q4 		$111K Sell
1,305
-826
-39% -$70.4K ﹤0.01% 538
2022
Q3 		$168K Sell
2,131
-624
-23% -$52.6K 0.01% 488
2022
Q2 		$210K Sell
2,755
-423
-13% -$34.6K 0.01% 455
2022
Q1 		$278K Hold
3,178
– – 0.01% 423
2021
Q4 		$312K Hold
3,178
– – 0.01% 407
2021
Q3 		$309K Buy
3,178
+135
+4% +$13.4K 0.01% 395
2021
Q2 		$279K Buy
3,043
+262
+9% +$22.5K 0.01% 412
2021
Q1 		$216K Buy
2,781
+18
+0.7% +$1.38K 0.01% 434
2020
Q4 		$189K Hold
2,763
– – 0.01% 434
2020
Q3 		$134K Hold
2,763
– – 0.01% 470
2020
Q2 		$133K Hold
2,763
– – 0.01% 443
2020
Q1 		$94K Buy
2,763
+122
+5% +$5.75K 0.01% 463
2019
Q4 		$135K Buy
2,641
+63
+2% +$2.98K 0.01% 439
2019
Q3 		$110K Buy
2,578
+815
+46% +$34.8K 0.01% 473
2019
Q2 		$77K Hold
1,763
– – 0.01% 519
2019
Q1 		$74K Sell
1,763
-514
-23% -$21.6K 0.01% 529
2018
Q4 		$90K Buy
2,277
+408
+22% +$17.8K 0.01% 478
2018
Q3 		$87K Hold
1,869
– – 0.01% 521
2018
Q2 		$89K Hold
1,869
– – 0.01% 515
2018
Q1 		$101K Buy
1,869
+1,500
+407% +$83K 0.01% 484
2017
Q4 		$19K Hold
369
– – ﹤0.01% 726
2017
Q3 		$18K Buy
369
+76
+26% +$3.52K ﹤0.01% 718
2017
Q2 		$13K Hold
293
– – ﹤0.01% 737
2017
Q1 		$13K Hold
293
– – ﹤0.01% 733
2016
Q4 		$12K Hold
293
– – ﹤0.01% 748
2016
Q3 		$9K Sell
293
-575
-66% -$17.2K ﹤0.01% 776
2016
Q2 		$23K Hold
868
– – ﹤0.01% 660
2016
Q1 		$22K Hold
868
– – ﹤0.01% 669
2015
Q4 		$28K Hold
868
– – ﹤0.01% 616
2015
Q3 		$27K Sell
868
-75
-8% -$2.73K ﹤0.01% 628
2015
Q2 		$37K Hold
943
– – ﹤0.01% 592
2015
Q1 		$34K Hold
943
– – ﹤0.01% 601
2014
Q4 		$37K Hold
943
– – ﹤0.01% 587
2014
Q3 		$33K Hold
943
– – ﹤0.01% 610
2014
Q2 		$30K Hold
943
– – ﹤0.01% 632
2014
Q1 		$29K Hold
943
– – ﹤0.01% 645
2013
Q4 		$30K Hold
943
– – ﹤0.01% 606
2013
Q3 		$25K Hold
943
– – ﹤0.01% 617
2013
Q2 		$23K Buy
+943
New +$22.4K ﹤0.01% 612

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WhitTier Trust Company's MS Position: Q2 2026 in Review

WhitTier Trust Company reduced its Morgan Stanley (MS) stake by 6.9% in Q2 2026, selling an estimated $58.4K and leaving 3,999 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #324.

WhitTier Trust Company first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $941K in Q4 2025. 995 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • WhitTier Trust Company held 3,999 shares of Morgan Stanley worth $888K as of Q2 2026.
  • WhitTier Trust Company sold 295 Morgan Stanley shares in Q2 2026, an estimated $58.4K.
  • Morgan Stanley made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #324 holding.
  • WhitTier Trust Company first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's Morgan Stanley position peaked at $941K in Q4 2025.
  • 995 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.