Amica Retiree Medical Trust’s Morgan Stanley MS Stock Holding History

Amica Retiree Medical Trust’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$457K	Sell	2,876 -469	-14%	-$69.3K	0.62%	48
2025 Q2	$471K	Sell	3,345 -505	-13%	-$62K	0.68%	46
2025 Q1	$449K	Sell	3,850 -3,472	-47%	-$447K	0.69%	49
2024 Q4	$921K	Sell	7,322 -1,189	-14%	-$146K	0.87%	28
2024 Q3	$887K	Buy	+8,511	New	+$857K	0.74%	37
2023 Q3	$678K	Sell	8,299 -1,278	-13%	-$111K	0.8%	44
2023 Q2	$818K	Buy	9,577 +1,010	+12%	+$86.4K	0.91%	42
2023 Q1	$752K	Sell	8,567 -2,887	-25%	-$269K	0.8%	47
2022 Q4	$974K	Sell	11,454 -509	-4%	-$43.4K	1.25%	27
2022 Q3	$945K	Sell	11,963 -1,554	-11%	-$131K	1.18%	25
2022 Q2	$1.03M	Hold	13,517	–	–	1.17%	27
2022 Q1	$1.18M	Sell	13,517 -931	-6%	-$89.8K	1.1%	23
2021 Q4	$1.42M	Hold	14,448	–	–	1.2%	22
2021 Q3	$1.41M	Sell	14,448 -3,020	-17%	-$299K	1.27%	15
2021 Q2	$1.6M	Buy	17,468 +7,035	+67%	+$603K	1.01%	27
2021 Q1	$810K	Hold	10,433	–	–	0.55%	60
2020 Q4	$715K	Hold	10,433	–	–	0.5%	65
2020 Q3	$504K	Hold	10,433	–	–	0.39%	87
2020 Q2	$504K	Hold	10,433	–	–	0.4%	80
2020 Q1	$355K	Hold	10,433	–	–	0.32%	97
2019 Q4	$533K	Sell	10,433 -4,686	-31%	-$222K	0.41%	65
2019 Q3	$645K	Hold	15,119	–	–	0.51%	50
2019 Q2	$662K	Buy	15,119 +4,414	+41%	+$197K	0.54%	48
2019 Q1	$452K	Buy	10,705 +3,780	+55%	+$159K	0.4%	70
2018 Q4	$275K	Hold	6,925	–	–	0.26%	106
2018 Q3	$322K	Hold	6,925	–	–	0.27%	114
2018 Q2	$328K	Hold	6,925	–	–	0.29%	110
2018 Q1	$374K	Sell	6,925 -5,850	-46%	-$324K	0.33%	101
2017 Q4	$670K	Hold	12,775	–	–	0.51%	50
2017 Q3	$615K	Sell	12,775 -606	-5%	-$28.1K	0.48%	53
2017 Q2	$596K	Hold	13,381	–	–	0.49%	50
2017 Q1	$573K	Hold	13,381	–	–	0.46%	53
2016 Q4	$565K	Hold	13,381	–	–	0.45%	56
2016 Q3	$429K	Hold	13,381	–	–	0.36%	74
2016 Q2	$348K	Hold	13,381	–	–	0.3%	94
2016 Q1	$335K	Buy	13,381 +4,300	+47%	+$110K	0.29%	95
2015 Q4	$289K	Hold	9,081	–	–	0.25%	111
2015 Q3	$286K	Hold	9,081	–	–	0.26%	111
2015 Q2	$352K	Hold	9,081	–	–	0.3%	104
2015 Q1	$324K	Sell	9,081 -1,588	-15%	-$57K	0.27%	116
2014 Q4	$414K	Hold	10,669	–	–	0.33%	93
2014 Q3	$369K	Hold	10,669	–	–	0.31%	102
2014 Q2	$345K	Hold	10,669	–	–	0.28%	111
2014 Q1	$333K	Hold	10,669	–	–	0.28%	108
2013 Q4	$335K	Buy	+10,669	New	+$317K	0.29%	102

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Amica Retiree Medical Trust's MS Position: Q3 2025 in Review

Amica Retiree Medical Trust reduced its Morgan Stanley (MS) stake by 14% in Q3 2025, selling an estimated $69.3K and leaving 2,876 shares worth $457K. The position accounts for 0.62% of the portfolio, ranked #48.

Amica Retiree Medical Trust first reported a position in MS in Q4 2013 and has held it in 45 quarters since. The position peaked at $1.6M in Q2 2021. 2,259 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Amica Retiree Medical Trust held 2,876 shares of Morgan Stanley worth $457K as of Q3 2025.
Amica Retiree Medical Trust sold 469 Morgan Stanley shares in Q3 2025, an estimated $69.3K.
Morgan Stanley made up 0.62% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #48 holding.
Amica Retiree Medical Trust first reported a position in Morgan Stanley in Q4 2013 and has held it in 45 quarters since.
Amica Retiree Medical Trust's Morgan Stanley position peaked at $1.6M in Q2 2021.
2,259 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.