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MDMDST
4 quarters

Position history for MORGAN STANLEYMORGAN STANLEY's holdings in ULTIMUS MANAGERS TR

MORGAN STANLEY holds 559,248 shares of MDST (ULTIMUS MANAGERS TR), worth $16.1M as of 2026-Q2. The position was increased (+536.4% shares). MDST represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$16.1M

Current Shares

559,248

Total Value Change

+$16.1M

Total Shares Change

+559,247

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
559,248
+536.4%
$16.1M0.0%$28.61
45
2026-Q1
New
87,881
-
$2.5M0.0%$27.73
36
2025-Q4
Exited
0
-100.0%
$00.0%$24.80
0
2025-Q3
New
1
-
$280.0%$24.64
17

Other major holders of MDST: WESTWOOD HOLDINGS GROUP INC

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