Whittier Trust’s Morgan Stanley MS Stock Holding History

Whittier 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	$3.1M	Buy	18,633 +1,249	+7%	+$216K	0.04%	228
2025 Q4	$3.26M	Sell	17,384 -192	-1%	-$32K	0.04%	223
2025 Q3	$2.77M	Sell	17,576 -729	-4%	-$108K	0.03%	240
2025 Q2	$2.58M	Buy	18,305 +755	+4%	+$92.7K	0.03%	264
2025 Q1	$2.05M	Sell	17,550 -29	-0.2%	-$3.74K	0.03%	282
2024 Q4	$2.21M	Buy	17,579 +436	+3%	+$53.7K	0.03%	265
2024 Q3	$1.79M	Sell	17,143 -210	-1%	-$21.1K	0.02%	292
2024 Q2	$1.69M	Buy	17,353 +124	+0.7%	+$11.8K	0.02%	279
2024 Q1	$1.62M	Buy	17,229 +4,184	+32%	+$368K	0.02%	286
2023 Q4	$1.22M	Sell	13,045 -738	-5%	-$59K	0.02%	322
2023 Q3	$1.13M	Sell	13,783 -129	-0.9%	-$11.2K	0.02%	326
2023 Q2	$1.19M	Buy	13,912 +319	+2%	+$27.3K	0.02%	328
2023 Q1	$1.19M	Hold	13,593	–	–	0.02%	327
2022 Q4	$1.16M	Buy	13,593 +839	+7%	+$71.5K	0.02%	326
2022 Q3	$1.01M	Buy	12,754 +580	+5%	+$48.9K	0.02%	338
2022 Q2	$926K	Buy	12,174 +684	+6%	+$56K	0.02%	367
2022 Q1	$1M	Buy	11,490 +260	+2%	+$25.1K	0.02%	375
2021 Q4	$1.1M	Sell	11,230 -1,000	-8%	-$99.6K	0.02%	362
2021 Q3	$1.19M	Buy	12,230 +1,147	+10%	+$114K	0.02%	334
2021 Q2	$1.02M	Buy	11,083 +1,409	+15%	+$121K	0.02%	363
2021 Q1	$751K	Sell	9,674 -112	-1%	-$8.58K	0.01%	417
2020 Q4	$670K	Buy	9,786 +34	+0.3%	+$1.95K	0.01%	397
2020 Q3	$471K	Buy	9,752 +134	+1%	+$6.75K	0.01%	437
2020 Q2	$464K	Buy	9,618 +533	+6%	+$22.4K	0.01%	410
2020 Q1	$309K	Sell	9,085 -127	-1%	-$5.98K	0.01%	440
2019 Q4	$471K	Sell	9,212 -640	-6%	-$30.3K	0.01%	410
2019 Q3	$420K	Buy	9,852 +81	+0.8%	+$3.46K	0.01%	421
2019 Q2	$428K	Hold	9,771	–	–	0.01%	413
2019 Q1	$412K	Hold	9,771	–	–	0.01%	413
2018 Q4	$387K	Hold	9,771	–	–	0.01%	398
2018 Q3	$455K	Hold	9,771	–	–	0.01%	380
2018 Q2	$463K	Hold	9,771	–	–	0.02%	372
2018 Q1	$527K	Hold	9,771	–	–	0.02%	360
2017 Q4	$513K	Hold	9,771	–	–	0.02%	360
2017 Q3	$471K	Hold	9,771	–	–	0.02%	362
2017 Q2	$435K	Hold	9,771	–	–	0.02%	357
2017 Q1	$419K	Hold	9,771	–	–	0.02%	364
2016 Q4	$413K	Hold	9,771	–	–	0.02%	365
2016 Q3	$313K	Hold	9,771	–	–	0.01%	396
2016 Q2	$254K	Hold	9,771	–	–	0.01%	419
2016 Q1	$244K	Sell	9,771 -535	-5%	-$13.7K	0.01%	423
2015 Q4	$328K	Buy	10,306 +35	+0.3%	+$1.16K	0.01%	394
2015 Q3	$324K	Buy	10,271 +165	+2%	+$6.01K	0.02%	387
2015 Q2	$392K	Sell	10,106 -382	-4%	-$14.5K	0.02%	384
2015 Q1	$374K	Buy	10,488 +469	+5%	+$16.8K	0.02%	382
2014 Q4	$389K	Hold	10,019	–	–	0.02%	362
2014 Q3	$346K	Hold	10,019	–	–	0.02%	365
2014 Q2	$324K	Hold	10,019	–	–	0.02%	373
2014 Q1	$312K	Hold	10,019	–	–	0.02%	372
2013 Q4	$314K	Buy	10,019 +3,010	+43%	+$89.5K	0.02%	377
2013 Q3	$189K	Hold	7,009	–	–	0.01%	445
2013 Q2	$171K	Buy	+7,009	New	+$166K	0.01%	448

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

Whittier Trust's MS Position: Q1 2026 in Review

Whittier Trust increased its Morgan Stanley (MS) stake by 7.2% in Q1 2026, buying an estimated $216K and bringing the position to 18,633 shares worth $3.1M. The position accounts for 0.04% of the portfolio, ranked #228.

Whittier Trust first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.26M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Whittier Trust held 18,633 shares of Morgan Stanley worth $3.1M as of Q1 2026.
Whittier Trust bought 1,249 Morgan Stanley shares in Q1 2026, an estimated $216K.
Morgan Stanley made up 0.04% of Whittier Trust's portfolio in Q1 2026, its #228 holding.
Whittier Trust first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Morgan Stanley position peaked at $3.26M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.