Morgan Stanley »

Ultimus Managers Tr shares owned by Morgan Stanley

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ultimus Managers Tr by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 88k 28.60

More positions owned by Morgan Stanley

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)

View all positions for Morgan Stanley

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Rockefeller Capital Management
Janney Montgomery Scott
North Star Investment Management
Stifel Financial
Miller Global Investments
Garden State Investment Advisory Services
Chicago Partners Investment
Morgan Stanley
Royal Bank of Canada
Commonwealth Equity Services
Clear Trail Advisors
Wealthcare Advisory Partners
Cambridge Investment Research Advisors

View all funds holding Ultimus Managers Tr