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Legacy Trust

SEC CIK
0001772483
Latest filing
Jul 31, 2026

MS holding history

Morgan Stanley in every 13F filed by Legacy Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
2,006
Value
$419.3K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of MS by Legacy Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,006$419.3K0.1%+74+3.8%AddedHolders
Q1 20261,932$317.9K0.1%+1,932NewHolders