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Morgan Stanley shares owned by Legacy Trust

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Legacy Trust from 13F filings

Historical chart of Legacy Trust investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Legacy Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Legacy Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $419k 2.0k 209.04
2026-03-31 $318k 1.9k 164.57

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
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Vanguard Capital Management
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Geode Capital Management
Fisher Investments
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Capital Research Global Investors
T. Rowe Price Associates
Goldman Sachs Group
Bank of America Corporation
Ameriprise Financial
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View all funds holding Morgan Stanley