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Avalon Trust Co

SEC CIK
0001798150
Latest filing
Aug 6, 2026

MS holding history

Morgan Stanley in every 13F filed by Avalon Trust Co, 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)
9,296
Value
$1.94M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of MS by Avalon Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,296$1.94M0.1%00.0%UnchangedHolders
Q1 20269,296$1.53M0.1%+1,225+15.2%AddedHolders
Q4 20258,071$1.43M0.1%−18−0.2%ReducedHolders
Q3 20258,089$1.29M0.1%+89+1.1%AddedHolders
Q2 20258,000$1.13M0.1%−2,000−20.0%ReducedHolders
Q1 202510,000$1.17M0.1%−1,000−9.1%ReducedHolders
Q4 202411,000$1.38M0.1%00.0%UnchangedHolders
Q3 202411,000$1.15M0.1%−2,000−15.4%ReducedHolders
Q2 202413,000$1.26M0.1%00.0%UnchangedHolders
Q1 202413,000$1.22M0.1%00.0%UnchangedHolders
Q4 202313,000$1.21M0.1%00.0%UnchangedHolders
Q3 202313,000$1.06M0.1%−2,600−16.7%ReducedHolders
Q2 202315,600$1.33M0.1%00.0%UnchangedHolders
Q1 202315,600$1.37M0.1%–No prior filingHolders